Resources – Page 5

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Monte Carlo

Testing the Challenges of a Long Retirement

We often joke that our job was created because of increasing life expectancies and pensions seldom being offered. Obviously,...

Cash Flow

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. ...

Cash Flow

Cash Flow Autopilot

The Ballast Atheneum has focused on many aspects of cash flow planning, including budgeting, retirement savings vs. paying down...

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...

Cash Flow

The Forgotten Costs of Car Ownership

Key Takeaways: The average cost to own and operate a new vehicle in 2020 was $9,561. Cars tend to lose around 15–25% of their...

Cash Flow

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...

Cash Flow

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...

Debt Management

Student Debt Options for Graduates

Although a minority of our clients have student debt, those that do not almost always have children or grandchildren planning...

Debt Management

The Flexibility of Being Debt-Free

In our previous Atheneum commentaries on debt we’ve covered a myriad of topics including, good vs. bad debt, prioritizing debt...

Debt Management

Second Mortgage Planning Strategies

Home Equity Loan vs. Home Equity Line of Credit For many households in America, the equity built in their home is one of their...

Debt Management

Early Mortgage Payoff

Although we spend a large majority of our time planning our clients’ investment portfolios, we believe advising on the entire...

Debt Management

Prioritizing Debt Payoff

Key Takeaways: Living within your means is a prerequisite to being able to pay down debt Tackling small debts first can establish...

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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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