Resources – Page 13

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 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...

Business Decision Support

Give and Get: Qualified Charitable Distributions

Key Takeaways Tax reform has decreased the households who itemize to about 10% of taxpayers. Those who don’t itemize may not...

Asset Allocation

The Inverted Yield Curve of April 2022

Key Takeaways: The 2-year/10-year yield curve inverted for the first time since 2019. This type of inversion has preceded the...

Asset Allocation

Diworsification – Can You Take Diversification Too Far?

Key Takeaways: Diversification can be overdone – there is a point where adding another investment to your portfolio can be harmful...

Asset Allocation

The Federal Reserve FINALLY Raises Rates

Key Takeaways: Last week, the Federal Reserve raised the Federal Funds Rate by 0.25%. The Federal Reserve is projecting several...

Business Decision Support

Markets are Digesting a TON of Information

Over the last few months, market volatility has dramatically increased. The CBOE Volatility Index or VIX, created by the Chicago...

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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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