Resources – Page 12

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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Monte Carlo

Social Security: Whether to Wait to Start Taking Retirement Benefits

Key Takeaways: You could be facing up to a 30% reduction in your PIA by taking Social Security retirement benefits at age 62. By...

401k & Benefits

Social Security Income: Not-So-Simple Basics

When I first started writing this article, my introductory sentence was “Social Security on the surface is a very simple...

Business Decision Support

Educating Your Next Generation

Key Takeaways: Our most successful planning relationships are those in which we work with our client’s other professional advisors...

Economic Analysis

June Market Update

Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) discuss the current market environment. Additionally,...

Asset Allocation

Markets Finally Believe Fed is Serious about Inflation

The Fed raised rates 0.75% last week, the biggest single move since 1994 Market participants imply that rates will move from 1.75%...

Tax Management

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 gave Congress...

Business Plans

Fighting Inflation – Why This Time Feels Different and Could Actually Be Successful

Key Takeaways There were 11.4 million job openings in April equaling 1.92 job openings per unemployed person, a huge benefit...

Asset Allocation

Managing a Household Allocation

One of our mantras in planning is to “Know What You Own.” Peter Lynch popularized this term during his management of a Fidelity...

Business Decision Support

Pre-RMD & Social Security Roth Conversions

Key Takeaways: Roth conversions should be especially considered if retired and not yet 70 years old. Withdrawing pre-tax funds...

Economic Analysis

(With Perspective) There Is Good in This Selloff

Yes, I said it; there are countless reasons to celebrate what we are and have been experiencing in the financial markets. ...

Business Decision Support

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...

401k & Benefits

Paying Down Debt vs. Saving for Retirement

Here is one we hear all the time – “How can I save for retirement with all of these monthly debt payments?” For what is seemingly...

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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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