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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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...

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...

401k & Benefits

Employee Stock Ownership & Options

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

Asset Allocation

October Market Update

This week, John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) sat down to discuss some of the factors at play...

Budgeting

Cash Flow Autopilot

The Ballast Atheneum has focused on many aspects of cash flow planning, including budgeting, retirement savings vs. paying down...

Business Plans

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...

Charitable Giving

Alternative Uses of Social Security Income

Key Takeaways: Many unique situations could justify taking Social Security earlier. The psychological benefits of a...

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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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