Ballast Blog
At Ballast, we believe in equipping our clients with all the information they need to make more confident, informed choices for their financial life.
Why Do So Few Win Financial Freedom While Most Stay Trapped?
Financial independence is a goal many aspire to, a state where you have the resources to live life on your own terms.
A Step-by-Step Guide to Saving, Spending, and Budgeting for Next Year
Creating a financial plan for the upcoming year is one of the best ways to ensure long-term financial stability.
Stabilize Your Financial Future: Essential Actions Before 2024 Ends
As the year winds down, now is the perfect time to review your financial situation and ensure you're on track to meet your goals.
Strategies for Saving and Spending Wisely for the Holidays
The holiday season is a time of celebration and giving, but without proper planning, it can also become a period of financial stress.
5 Estate Planning Mistakes That Could Leave Your Heirs in a Tax Trap
Estate planning is essential for ensuring your wealth passes smoothly to the next generation. However…
Finding the Right Balance: Financial Planning for Short and Long-Term Goals
In the ever-changing landscape of personal finance, achieving the right balance between short-term needs and long-term goals is crucial.
Balanced Education: The Importance of Continuing Financial Literacy in Wealth Management
In the world of wealth management, the importance of continuous financial literacy cannot be overstated.
Your Guide to Home Buying and Homeownership
Whether you're a first-time homebuyer or a seasoned homeowner looking to upgrade, understanding the home buying process is essential for making informed decisions and achieving your homeownership goals.
Protecting Your Wealth: The Importance of Data Security
As you approach retirement, safeguarding your financial security takes on new importance in today's digital world. Just as you've diligently planned for your financial future, it's crucial to ensure that your sensitive financial information remains protected online.
Balancing Multiple Residences: Navigating Tax Considerations, Legal Documentation, and Insurance Coverage for Snowbirds
Living the snowbird lifestyle can be an exciting and rewarding experience. As you navigate the waters of financial planning, it's crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states.