Welcome to the Balanced Practice Blog.


  • Learn about:
    • personal and business finance and tax,
    • consider money moves,
    • and dream up your best life.
  • Explore the different 'Categories' of blog posts, each featuring an introductory post for that category.


  • Check out the Evergreen Category for Information that applies year over year.
  • Evergreen content is reviewed annually for needed updates and changes, based on new laws or rules.
    • Update dates will be noted at the top of each post, if applicable.
  • Posts are organized by original post date. 

  • Comment on any blog post for questions and receive responses from Coach Jacque!

BP Blog

Evergreen Intro

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The Evergreen Series is foundational information that applies year over year.

This introduction provides a summary of the Evergreen Content.

Read more…