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Financial Planning for Millenials

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

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…

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…

7 Tips to Navigate Healthcare Over 65

As the world of health insurance evolves, the Annual Enrollment Period can be overwhelming and confusing. For those nearing age 65, it’s essential to understand the paths in and around…

Five Things That Actually Get Better With Age

 Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives…