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.

Topics

Authors

All

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...

Asset Allocation

Market Volatility & Behavior Finance

If you feel like the stock market has been all over the place recently, there is some merit behind the feeling. So far,...

Cash Flow

Cash Flow Planning and Long Term Care

One of the most challenging planning areas for us as practitioners is Long Term Care. In principle, it should be easy to universally...

Retirement

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...

Social Security

Alternative Uses of Social Security Income

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

Cash Flow

When Too Much Tax Deferral Becomes Counterproductive

Click here to watch video in new window. Most of us have been told from early on in our careers to defer as much income as possible...

Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Next

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.

Contact Us

Join Our Newsletter

Follow Us