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Mothers and Money: How Three Generations of Women Approach Financial Planning

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In honor of Mother’s Day, we are delighted to have a multi-generational family of Ballast Advisors clients, Jean, Val, and Amanda, who have agreed to share their experiences and … Read more

How Grandparents Can Help Grandchildren with College Costs

Paying the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Did you know … 529 plan for grandchildren If your grandchild doesn’t go to college or gets a scholarship, you can … Read more