December Market Update 2022
During the Ballast Open House last week, the advisors led a brief market update and economic discussion for those in attendance. This video was recorded live in the Ballast Conference Room with a full audience. Listen as they share current market conditions, financial planning strategies, and updates. Advisors: John Boardman, CFP®, Founder and […]
Should Business Owners Raise Their Salary to Earn More Social Security?
Key Takeaways: Lower taxes are better, right? We spend a great deal of time planning around the tax code to help people accomplish their goals in the most tax-efficient manner. However, lowering taxes today often has consequences down the road. Sometimes there is a clear mathematical break-even, and other times a complex web of behavioral […]
Open Enrollment Period
This week, we have a quick video from Cameron Hamilton. Many of you are currently in an open enrollment period for health insurance. Based on the plans we are seeing, for many, it may be better to choose a High Deductible or HSA Eligible plan. Give us a call and we can help you decide […]
