Ballast - Twelve Important Topics of Financial Planning

Atheneum – An institution for the promotion of learning

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning.

Protect. Plan. Prosper.

Protect: Estate Planning, Insurance, Retirement Income, Debt Analysis

Plan: Cash Flow, Monte Carlo, Retirement Savings, College Savings

Prosper: Asset Allocation, Taxes, Social Security, Employee Benefits