Lynn Ballou, CFP® Regional Director

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What is the Value of a Life Insurance Policy in a Divorce?

Life insurance can be one of the most valuable assets in divorce. EP...

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When it comes to taxes, I get a lot of questions from my clients about tax planning tips. It’s...

Author: Lynn Ballou At Financial Advisor Magazine’s “Invest in Women” conference, I sat on a panel...

Author: Lynn Ballou Planning for retirement often involves multiple different types of retirement...

Author: Lynn Ballou Love and money can be a tricky combination. We see that it’s rarely about the...

Author: Lynn Ballou President Trump has proposed several key tax changes that could affect the...

Author: Lynn Ballou The implications of tax management can be significant in building your wealth,...

Author: Lynn Ballou As our children launch into the “real world” the generation of helicopter...