by Mark Ballasch | Mar 5, 2022 | Financial Literacy
Inflation Reaches Highest Level in 40 Years The struggle to keep up with rising living costs is real — especially with the near-historic inflation rates we see today. Now more than ever, it’s important to have a plan in place to combat these soaring costs so what does...
by Mark Ballasch | Apr 7, 2020 | All Categories, Financial Literacy, Planning, QRP - Qualified Retirement Plans
I’d like to share a story about one of our clients that has been retired for ten years. We will call her Jenny, to protect her true identity. Learn how she managed to turn around her retirement account that was losing nearly 8% into positive double digit returns...
by Mark Ballasch | Jan 7, 2020 | Financial Literacy, Investsments, Taxes
United States (US) United State US Varies European Union (EU) Austria AT 20% Belgium BE 21% Bulgaria BG 20% Cyprus CY 19% Czech Republic CZ 21% Germany DE 19% Denmark DK 25% Estonia EE 20% Spain ES 21% Finland FI 24% France FR 20% United Kingdom GB 20% Greece GR 24%...
by Mark Ballasch | Jan 3, 2020 | Financial General Advise and Tips, Financial Literacy, Investsments, Planning
Here are some helpful tips of things you should do when you suddenly start making more money. We all hear the phrase “Peak and Valleys” which in my personal opinion directly relates to our everyday lives. Nothing good or bad lasts forever. We go through...
by Mark Ballasch | Dec 14, 2019 | All Categories, Financial Literacy
Properly calculating ROI – (Return on Investment). People often asked, how are the proceeds calculated and distributed to investors. Let’s review hypothetical scenario of an investment below. Example: Let’s say you have one...
by Mark Ballasch | Dec 14, 2019 | All Categories, Financial Literacy, Taxes
Our current laws allow us to become wealthy legally, ethically and morally if it is used properly and to our advantage! Tax-deferred program is extremely powerful allowing us to get the use of Uncle’s Sam’s money “Interest-free”! You...
