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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

9 Motivational Quotes for Women Investors

9 Motivational Quotes for Women Investors According to a study from McKinsey & Company by 2030, American women are expected to control much of the $30 trillion in financial assets…

Now is a Fantastic Time to Review Your IPS

An Investment Policy Statement is your guardrail to keep you on your path to retirement. When markets near high records, you wonder, “Is this a bubble?” When markets dive, you…

GameStop and a Modern-Day David vs. Goliath

Is this the new Occupy Wall Street movement with a massive sling shot? Wall Street bets against companies all the time, thinking that they are overvalued, destined to fail, or…

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…

Year-End Charitable Giving

Even if you don’t itemize deductions on your federal income tax return, you can receive a $300 charitable deduction for 2020 direct cash gifts to public charities (in addition to…

Financial Planner vs Financial Advisor?

Making sense of  these titles and other tips on choosing a financial professional Professionals at Ballast Advisors, LLC delineate differences between financial professional terms and designations to help empower your choices…