We’re often invited to speak to student groups about financial planning and I like to end with a few pieces of advice that apply to almost everyone, including a list of the biggest financial mistakes someone can make. Number one on that list is having children, which always solicits a few chuckles when we speak … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on COllege savings. With America’s student loan debt growing larger every year, saving for college is on the minds of many of our clients. Whether you want to help pay for some … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Retirement Savings. One of the most fundamental jobs of the financial planner is to assist our clients with retirement savings. How much do you need to save? Which account types should … Continued
Without question, over the past year, the most common topic we have discussed with clients is inflation and rates. Whether you are in retirement, peak accumulation years, or just starting out, inflation has impacted everyone… from raised costs at the grocery store, to travel, to even attending a sporting event. Fortunately, there are increasing signs … Continued
As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn, and 2) are we saving enough for retirement? These questions are typical whether a person is 35 years old or 55 years old. According to the Federal Reserve Bank of St. … Continued
John Boardman (CEO/Founder), Andy Reynolds (COO/Partner), and Brian Burton (Director of Portfolio Strategy) sat down to discuss the current market environment, conversations they’ve been having with clients, and trends they’re seeing.
