Resources – Page 6

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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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...

Debt Management

When is Debt OK and When is it Not?

Although it’s not always obvious, most debts can be defined as either positive or negative for your overall financial situation Not...

Retirement

Planning for “Fixed” Income During Retirement

Fixed income during retirement can help provide stability to a retirement income structure, with less dependence on the stock...

Retirement

Planning for RMDs

The vast majority of people save the bulk of their retirement funds in qualified retirement accounts (401ks, 403bs, etc.) and...

Retirement

Evaluating Pension Options

Each year we are seeing fewer workers covered by a company pension plan. Overwhelmingly companies are trending away from...

Retirement

Determining a Healthy Withdrawal Rate

One of the more arduous tasks facing retirees and soon-to-be retirees is trying to determine how much money can be withdrawn from...

Retirement

Benefits of Multiple Income Streams at Retirement

In our second Atheneum article for this quarter’s Retirement Income subject, we discuss the benefit of having multiple income...

Retirement

The Importance of Tax Diversification

When most people think of diversification, they primarily focus on a proper mix of portfolio assets. As we have noted in...

Insurance

Evaluating Old Life Insurance Policies

Not all financial decisions are made with a clean slate. Nearly everyone we meet has made choices both good and bad. ...

Insurance

Property and Casualty Insurance

We all face the threat of a potentially catastrophic event every day, whether at home or at work, and we need financial protection...

Insurance

Insurance for Small Businesses

As an independent, locally owned firm, we have had the opportunity to learn about insurance needs first hand. While daunting...

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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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