Succession and Retirement Planning for Entrepreneurs
Business Owners Must Stay Ahead of Daily Events and Keep the End in Mind Building a business is kind of like being a parent. You start with an infant enterprise…
Ballast Advisors
Executive Benefits
Executive Compensation and Benefits Consulting
Executive Compensation and Benefits Consulting
Our financial service experts help executives navigate the maze of regulatory issues and diversification strategies affecting your wealth, through customized, comprehensive solutions tailored to your tax, liquidity, and diversification needs. We help you understand your total economic package, and if needed, we can help you create it. Our team of financial advisors in Minnesota and Florida provide detailed advice on Executive Compensation including:
- Stock options
- Deferred Compensation
- Restricted stock
- Key man benefits
- Bonus compensation
Free Investment Calculators
- How should I allocate my assets?
- Compare taxable vs. tax-free investment return
- What is the value of compound interest?
- Taxable vs. tax-advantaged savings?
- What is my risk tolerance?
- What is the long-term impact of increased investment return?
- What is the dividend yield on a stock?
- How do expenses impact mutual fund returns?
- Share Certificate analyzer
- Share Certificate laddering strategy
Executive Compensation Resources
Restrictive Covenants in Employment and Related Contracts
It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings….
Pension Payout Options
When you think of retirement, you probably envision the enjoyable ways you will spend your free time. But, you may also want to give some thought to receiving your funds…
Help Wanted: Why Can’t Businesses Find Enough Workers?
The headline U.S. unemployment rate fell from 6.7% at the end of December 2020 to 3.9% in December 2021, marking the biggest one-year improvement in history.1 While many workers took advantage…
Five Financial Mistakes You Should Avoid
These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is…
10 Tips To Help You Save More in 2021
It’s a new year (thank goodness) and the perfect time to renew healthy habits, including those in your financial life. If 2020 taught us anything, it’s the importance of planning…
Open Enrollment Season is Around the Corner
Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits kicks off on November 1st. Before you plan your Thanksgiving menu, you should make the…
The Bull Is Back… Will It Keep Charging?
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to…
Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. Originally Published on:…
Financial Resolutions for 2020
It’s a new year, a new decade, and the perfect time to renew healthy habits, including those in your financial life. Like any good habit, setting intentions and priorities is…