Balint Wealth Management

06/23/2026

Most people will track their Amazon package more than their financial plan…

83%.

That’s the percentage of U.S. households that shop on Amazon. The average customer spends nearly $2,800 a year there.

We can tell you exactly where a $27 package is at all times.

But ask most people:

How much do you actually need to retire?

How much will taxes cost you over your lifetime?

Are you actually on track—or just hoping you are?

Silence.

We get real-time updates for small purchases…

Yet many people go years without checking in on a retirement plan worth hundreds of thousands—or even millions.

That’s where costly financial mistakes happen.

Knowing where your package is feels good.

Knowing where your financial future is headed feels even better.

If you don’t know the answers, it may be time for a conversation.

DM me “PLAN” to get started.

📧 [email protected]

06/16/2026

They didn’t agree about money.

And that was actually their biggest strength.

One was the saver.

One was the spender.

The saver created the security.

The spender made sure they enjoyed the journey.

Without one, there may not have been a future to plan for.

Without the other, they may have spent their whole life waiting for the “perfect time.”

The goal isn’t to turn your spouse into someone they’re not.

The goal is to create a plan where both people feel confident, heard, and excited about their future.

The best financial plans aren’t built around one personality.

They’re built around the marriage.

If you and your spouse are looking for more clarity, alignment, and confidence around your financial future…

DM me “PLAN” and let’s schedule a conversation.

06/12/2026

Thanks to everyone who donated and supported such a great cause.

We’re especially grateful for all the small business owners who stepped up and supported this effort.

Stay tuned for a video we’re putting together highlighting all the small business owners who supported!

06/03/2026

😉

Check out this line of Legacy heritage hats in a twill 5 panel SnapBack. Available in standard colors & camos!

[email protected]
Text/call Lexie @ 443-553-2592

Balint Wealth Management David Balint

05/30/2026

3 prospect meetings Thursday.
3 different people.
Same exact concern.

“I just want to feel organized and confident with my finances.”

Not:
“Can I beat the market?”
“What stock should I buy?”
“How do I maximize returns?”

Just clarity.
Just confidence.
Just a plan.

The financial world keeps getting louder.

But most people don’t need more complexity.

They need direction.

Because financial planning isn’t just about growing wealth.

It’s about reducing stress and feeling in control of your life again.

05/16/2026

When was the last time you reviewed your financial life the way you review everything else… 3, 4, maybe even 5 times a week?

Most people constantly check work performance, investments, fitness progress, and yearly goals.

But very few ever step back and look at how everything connects.

That’s usually where the gaps show up.

Because life doesn’t operate in silos.

Income decisions affect taxes.
Career moves affect savings.
Major life events affect everything at once.

Yet most financial lives are built one piece at a time instead of through one coordinated plan.

That’s where I come in.

I help people connect the dots between income, investments, retirement planning, and major life decisions so everything works together with intention.

Not more complexity. Just clarity.

Simple question:

If you stepped back today, would your financial life feel aligned… or just assembled?

05/08/2026

Happy Nurses Week 2.0 👩‍⚕️🩺🍩

Stopped by Delaware Technical Community College this morning, specifically the nursing department, to drop off donuts for the instructors — many of whom are or were nurses themselves!

The future of healthcare starts in classrooms like these. Huge thank you to the educators helping shape and develop the next generation of nursing leaders and healthcare professionals every single day. 🙌

Balint Wealth appreciates everything you do for our communities! ☕️

05/07/2026

Happy Nurses Appreciation Week! 🎉💙

At Balint Wealth Management, we truly value all of our healthcare professionals and the incredible work they do every single day for our community 🏥🙌

This morning we stopped by Limestone Medical Center to drop off donuts 🍩 and coffee ☕ for their entire staff as a small thank you for everything they do.

We appreciate you all—enjoy, and thank you for your care, dedication, and impact! 💙👏

04/27/2026

No matter what stage of life you’re in…

Just starting out, building momentum, or approaching retirement a financial roadmap matters.

Because life doesn’t wait for you to be “ready.”
Unexpected expenses, career changes, market swings, family shifts… they happen.

The difference?
Having a plan in place.

A solid financial strategy doesn’t eliminate curveballs
it puts you in a position to handle them.

Stay organized. Stay intentional. Stay prepared.

Do you currently have a financial plan in place?

Reach out today to schedule an intro call!
302.200.6142
[email protected]

04/20/2026

I met with a middle-aged couple who thought they had $280,000 invested…

They didn’t.

It was all sitting in cash.

No clear strategy.
No defined purpose.

And the surprising part—they weren’t aware.

On paper, everything looked fine.
Accounts were set up.
Money was there.

But no one had ever walked them through:
• Where their money actually was
• What role it was playing
• How it aligned with their goals

For years, they believed they were on track.

The Lesson:

It’s not just about having money.

It’s about understanding what it’s doing—and why.