1 in 4 Millennials are “not sure” how their retirement savings are invested. How do you stack up?
More Personal Financial Planning Resources for Millenials
Demystifying Deathbed Taxes: Essential Strategies for Effective Estate Planning
Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to…
Charitable Giving: Enhancing Wealth with Purpose and Impact
Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into…
Your Guide to Home Buying and Homeownership
Buying a home is one of the most significant financial decisions you’ll ever make. Whether you’re a first-time homebuyer or a seasoned homeowner looking to upgrade, understanding the home buying…
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…
A Snowbirds Guide to Managing Multiple Residences
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…
2023 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer…
Roth IRA Conversions: Finalizing Your Plans Before Year-End
Hello there! As we bid adieu to this year, it’s a golden opportunity for savvy investors and retirement planners to give their strategies a once-over, particularly when it comes to…
2023 Market Update 3rd Quarter
Dive into our latest blog for a better understanding of the ever-shifting market sentiment in Ballast Advisor’s third-quarter update. Bullish optimism may be fading, but we’re here to equip you…
Plan Your Way Through End-of-Year Expenses
As the leaves turn golden and the air grows crisp, we can’t help but look forward to heartwarming holidays, joyous parties, and reunions with our loved ones. But before we…
Claim the Home Energy Audit Tax Credit: IRS Guidance Explained
The IRS has announced guidance for the home energy audit tax credit. When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately,…