Resources – Page 3

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Lifestyle

Why Are Kids So Expensive These Days?

We’re often invited to speak to student groups about financial planning and I like to end with a few pieces of advice that apply...

Education Saving

College Savings

With America’s student loan debt growing larger every year, saving for college is on the minds of many of our clients. Whether...

Social Security

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...

Asset Allocation

The Importance of Asset Allocation and Diversification

Not only has recent market volatility resulted in renewed anxiety for many investors, it has also been a stern reminder of the...

Education Saving

Educating Heirs on Student Debt

One of my favorite television shows is Shark Tank, which shows aspiring entrepreneurs pitching their business plans to seasoned...

Education Saving

How Much to Save for College

Will your child wow you with a 4.0 GPA in high school or do they believe C’s get degrees? Are their sights set on...

Education Saving

College Savings Vehicles

So often in life and in financial planning, perfect can be the enemy of good. This is certainly the case when it comes to...

Education Saving

The Complicated Calculations of College Costs

Parents of college-bound students are dealing with a chicken-or-egg dilemma. When it comes to student aid calculations,...

Education Saving

Getting Creative with College Funding

In our previous discussions about college planning, we’ve discussed where and how much to save while acknowledging that these...

Retirement Timeline & Funding

Determining a Retirement Savings Rate

As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn,...

Retirement Timeline & Funding

Finding the Best Order for Funding Retirement

With a task as important as funding your retirement, determining which accounts to fund and in what order should not be taken...

Retirement Timeline & Funding

Balancing Saving and Giving

Most of our clients aspire to be financially self-sufficient. As those clients age, we notice some amount of transition...

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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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