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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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...

Insurance

Long Term Care Overview

One of the most intimidating and misunderstood areas in financial planning is Long Term Care Planning. In general, long-term care...

Insurance

Disability Insurance – Protecting Families and Businesses from Disaster

According to the Social Security Administration, just over 1 in 4 of today’s 20-year-olds will become disabled before reaching...

Insurance

Life Insurance – Protecting Against the Unexpected

Coming in at number two (just behind estate planning) on the list of dreaded-but-necessary financial to-do’s is life insurance,...

Estate Planning

Risk Management in Estate Planning

When thinking about estate planning, most people think solely about how their assets will be distributed at their death. ...

Estate Planning

The Benefits of a Simplified Estate Plan

Thus far in the Estate Planning section of the Ballast Atheneum, we have discussed an introduction to estate planning, probate,...

Estate Planning

Charitable Estate Planning

Estate planning can achieve many goals, from simple to complex. The foundations of good estate plans we have discussed thus...

Estate Planning

Trusts as Estate Planning Tools

A trust allows the grantor to put conditions on how certain assets are distributed It is important to understand the critical...

Estate Planning

Demystifying Probate

While going through probate may appear daunting and overwhelming, with proper guidance, the process can be quite easy. There...

Estate Planning

What Comprises A Sound Estate Plan?

There is no more important aspect to your financial plan than an estate plan. That might seem to be a shocking statement...

Retirement

Retirement Savings

One of the most fundamental jobs of the financial planner is to assist our clients with retirement savings. How much do you need...

Weekly Update

The Latest on Inflation/Rates and Where We Go from Here

Without question, over the past year, the most common topic we have discussed with clients is inflation and rates. Whether you...

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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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