Resources – Page 10

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

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Taxes

Taxes in Retirement – Case Studies

Key Takeaways: Your sources of income will change, but you will still owe taxes in retirement. In general, your principal (or...

Center of Influence

December Market Update 2022

During the Ballast Open House last week, the advisors led a brief market update and economic discussion for those...

Social Security

Should Business Owners Raise Their Salary to Earn More Social Security?

Key Takeaways: Pass-through entity owners can choose to take profits as wages or distributions Increasing owner salary raises...

Business Plans

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....

401k & Benefits

Evaluating a Pension Buyout

Key Takeaways: Calculating the “hurdle rate” of return is an important first step in determining whether staying in the pension...

401k & Benefits

Year-End Financial Planning & Investments Among Market Volatility

By: Andy Reynolds, CFP®, MBA COO/Partner – Ballast, Inc. With the recent stock market volatility, many investors have, and understandably...

Taxes

The Investor Taxation Lifecycle

We are not CPAs nor are we tax preparers, but a great deal of our time is spent working with clients and their professionals honing...

Budgeting

Zero-Based Budgeting for Individuals and Households

Key Takeaways: In Zero-Based Budgeting (ZBB), you start your budget from zero, then only add in what is truly needed. ZBB is not...

Asset Allocation

Corporate Strategy: Trick or Treat?

Corporate strategies can tell opposing stories about a firm’s future Key Takeaways: Earnings season has seen growth companies...

401k & Benefits

Evaluation of a Job Offer

Key Takeaways – The following considerations must be made when reviewing an opportunity to take a new job or leave a W2...

Business Plans

The Driving Forces Behind the Closely Watched Consumer Price Index (CPI)

By: Brian Burton, CFP® Key Takeaways: CPI is the average change in the prices paid by consumers for a basket of goods and...

401k & Benefits

Employee Stock Ownership & Options

Key Takeaways: Company stock plans & stock options have many customizable details Employees should understand their...

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ATHENEUM

We created a resource to help you succeed in your personal financial journey.

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

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

Topics

Authors

ATHENEUM

We created a resource to help you succeed in your personal financial journey.

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