November 2021 – Ballast Advisors

What to Do If (When) Your Taxes Start Going Up

One variable that is hard to plan for in retirement is taxes. There are steps you can take despite the uncertain tax landscape. Not knowing what Congress will do should not stop you from planning. What to Do If (When) Your Taxes Start Going Up Not knowing what Congress will do … Read more

Inflation is Not a Hidden Tax – It’s a Very Real Tax

Do you understand how inflation will impact your overall financial plan? Consider how the concept of bracket creep can impact your tax burden and purchasing power. Inflation is Not a Hidden Tax – It’s a Very Real Tax Bracket Creep accounts for a real tax increase … Read more

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Ballast Advisors

Email: [email protected]

Fax Number: 651.200.3119

Locations

Ballast Advisors – Woodbury
683 Bielenberg Dr., Suite 208
Woodbury, MN 55125-1705
Tel: 651.478.4644

Ballast Advisors – Arden Hills
3820 Cleveland Ave. N, Ste. 500
Arden Hills, MN 55112-3298
Tel: 651.200.3100

“Ballast Advisors, LLC (“Ballast” or the “Firm”) is a federally registered investment adviser with offices in Minnesota and Florida. Registration does not imply a certain level of skill or training. Ballast and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Ballast has clients. Ballast may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This material is limited to the dissemination of general information regarding the Firm’s investment advisory services. Accordingly, nothing herein should be construed by any client or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Ballast with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Ballast, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, atwww.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

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