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“An investment in knowledge pays the best interest.” – Benjamin Franklin
If there was one word for 2020, it very well might be “uncertainty” — rarely a positive noun in the…
Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits kicks off on November 1st….
Potential tax deferral under CARES Act: • Withholding of employer share of Social Security tax not required from March…
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a…
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is…
The IRS provided COVID-19 guidance for health Flexible Spending Arrangements and section 125 cafeteria plans related to high-deductible health plans…
Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account….
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan…
The Shape of Economic Recovery Most economists believe that GDP will turn upward in the third quarter, but it will…
Tax deadline for most individuals: • Wednesday, July 15, 2020 The due date for federal income tax returns and payments…
8th Annual First Tee Golf Event is August 7th If you are interested in helping a great cause, join us…
I’m about to get married. Should I adjust the asset allocation in my 401(k) to take my spouse’s investments into account? That…
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to…
Making sense of these titles and other tips on choosing a financial professional Professionals at Ballast Advisors, LLC delineate differences between…
The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020. Source: Federal Trade Commission, April 2020 Fraudsters…
This is the question many individuals and families are asking in today’s uncertainty. Aside from the obvious concerns for the…
Recently Congress passed both the SECURE Act and the CARES Act into law. Although these Acts are comprehensive in aggregate, Ballast…
Recently Congress passed both the SECURE Act and the CARES Act into law. Although these Acts are comprehensive in aggregate, Ballast…
If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that…
A recent update on the Business Continuity Plan for Ballast Advisors in response to COVID-19.
Helpful tips and strategies for handling market volatility.
As of February 26, 2020, the death toll from COVID-19 — the official name of the coronavirus first reported in…
If you pick up an unwanted robocall, hang up right away. Avoid answering “yes” or “no” questions, providing personal information,…
It’s a new year, a new decade, and the perfect time to renew healthy habits, including those in your financial…
Q&A with writer Kate Racculia The gig economy accounts for more than one third (36 percent) of U.S. workers —…
Ballast Financial Professionals share tips for your personal finances this holiday season. (originally published November 2018) Between holiday gifts, parties and meals…
The slump in U.S. manufacturing is being driven by a variety of factors, including a weakening global economy, the strong…
Where can you get more information? Determining what coverage you have now and comparing it to other Medicare plans can…
If retirement is on your mind, Realtor.com recently ranked Punta Gorda as the number one of the top 10 hottest…
September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance…
For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year….
Eagle Valley Golf Course in partnership with The First Tee of the Twin Cities at Eagle Valley will host the…
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a…
Just like caring for and cleaning your house, regular maintenance on your personal finances will save you loads of time…
*There is no assurance that working with a financial professional will improve investment results. Common financial goals Saving…
Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify,…
Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world….
(March 5, 2019 — Woodbury, MN) For over 30 years Kanne CPA, LLC has been providing superior accounting services for…
Q & A with parent and Twin-Cities-based financial advisor Steven Schmidt on planning for college Curious how a financial…
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is…
The U.S. Department of Education has named February Financial Aid Awareness Month. For many families, saving for college is a primary financial…
Financial Aid 101 Many parents pay for college with a combination of current income, savings, and financial aid. By learning…
A brief history 529 plans were created by Congress in 1996 and have been modified through the years by various…
Housing Options for Older Individuals As you grow older, your housing needs may change. Maybe you’ll get tired of doing…
Your Home as a Source of Dollars in Retirement If you own a home, you may be wealthier then you…
Why do I need a Financial Planner? Financial planning is about more than just managing money. It’s about setting goals…
Qualifying for the Home Office Deduction Working from home can certainly provide you with personal benefits, such as a flexible…
Timing of itemized deductions and the increased standard deduction The Tax Cuts and Jobs Act, signed into law in December…
