Resources – Page 9

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

Fed Rates, Inflation, Yields

What a difference a couple of years makes. Even the casual fan has likely heard the talk about interest rates and felt inflation...

401k & Benefits

Employee Stock Ownership & Options

Key Takeaways: Company stock plans & stock options have many customizable details Employees should understand their stock...

Taxes

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...

Budgeting

Estate Planning

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus...

Business Decision Support

Planning Opportunities with SECURE Act 2.0

SECURE Act 2.0 is good for retirement savers. Key Takeaways: RMD Age Delayed from 72 to 73, then 75 for those born in...

Business Decision Support

2022 Market Recap and 2023 Outlook

To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment...

Ballast Bloopers 2022

As we look back on 2022, we thank you for your trust in us and the support of our team. We sincerely hope you have had a wonderful...

401k & Benefits

Review Your Benefits as You Progress Through Life

Key Takeaways: Workers born between 1957 and 1964 changed jobs an average of once every two-and-a-half years and had an average...

Taxes

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...

Center of Influence

December Market Update 2022

During the Ballast Open House last week, the advisors led a brief market update and economic discussion for those...

Social Security

Should Business Owners Raise Their Salary to Earn More Social Security?

Key Takeaways: Pass-through entity owners can choose to take profits as wages or distributions Increasing owner salary raises...

Business Plans

Open Enrollment Period

This week, we have a quick video from Cameron Hamilton. Many of you are currently in an open enrollment period for health insurance....

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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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