Medicare Open Enrollment Begins October 15
Where can you get more information? Determining what coverage you have now and comparing it to other Medicare plans can be confusing and complicated. Pay attention to notices you receive…
Retirement Planning
We utilize a personalized approach to retirement planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management. We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning your retirement.
- Planning for Retirement and Social Security
- Fundamentals of Defined Benefit Plans
- Fundamentals of Defined Contribution Plans
- Fundamentals of 401(k) Plans
- Traditional, Roth, and Simples IRAs
- 403(b) Plans and Other Plan Issues
- Retirement Plan Distributions
- Deferred Compensation and Stock Plans
- Employee Group Benefits
4 Questions If You’re Thinking About Retiring to Punta Gorda
If retirement is on your mind, Realtor.com recently ranked Punta Gorda as the number one of the top 10 hottest retirement spots for baby boomers in the country. In fact,…
There’s Still Time to Contribute to an IRA for 2018
Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if…
How Grandparents Can Help Grandchildren with College Costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went…
Ballast Blog: Housing Options for Older Individuals
Housing Options for Older Individuals As you grow older, your housing needs may change. Maybe you’ll get tired of doing yard work. You might want to retire in sunny Florida…
Ballast Blog: Your Home as a Source of Dollars in Retirement
Your Home as a Source of Dollars in Retirement If you own a home, you may be wealthier then you think. The equity in your home could be one of…
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 around personal financial planning, retirement planning, and more. What is the difference between…