Resources – Page 11

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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Business Plans

After a Historic Boom in Venture Capital, the Well Appears to be Running Dry

By: Brian Burton, CFP® Cash-burning startups are being forced to take on increasing amounts of debt as VC funding dries up With...

Taxes

When Too Much Tax Deferral Becomes Counterproductive

. Most of us have been told from early on in our careers to defer as much income as possible to ensure we’ll be properly...

Budgeting

Simplify Budgeting to One Key Number

“Where does the money go?” is a question we, unfortunately, hear all too often when discussing budgeting and cash flow. Often...

Debt Management

Student Loan Forgiveness Best Practices

Key Takeaways: Federal student debt cancellation up to $10,000 ($20,000 for Pell grant recipients) Cancellation limited by income...

Center of Influence

August 2022 Market Update

Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) and Cameron Hamilton (Director of Financial Planning...

Taxes

A History of the Individual Income Tax in America

Key Takeaways: Individual income taxes are the largest source of revenue for the government The 16th Amendment...

Budgeting

Most Couples Shouldn’t BOTH Delay Social Security

Key Takeaways: Two-income households have more complex Social Security timing decisions The higher-earning spouse generally benefits...

Business Decision Support

Tax Savings on Company Stock

If you work for a publicly traded company, chances are you can own company stock inside your 401(k) retirement plan. We’ve seen...

401k & Benefits

Putting a Value on Your Social Security Benefits

Key Takeaways: Most retirees don’t think of Social Security as an asset and therefore exclude it from their balance sheet. The...

Budgeting

Cash Flow – The “B” Word

For many individuals, families, and even companies, the infamous “B” word causes undo stress, and anxiety, and at times, can even...

401k & Benefits

Evaluating the Benefits of Flex Spending and Health Savings Accounts

Most employees face countless and confounding options each year when they select their benefits. There is no unanimous choice...

Long & Short Term Goals

Takeaways From a Week at the Chicago Booth School of Business

As all the children in our community are getting ready to go back to school, I am reflecting on my week back in the classroom...

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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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