Ballou Plum in the News

December, 2015

"Unexpected Challenges for Beginning Parents; What They Need to Take a Closer Look At," featuring Laura R. Knolle, MS, CFP, parentherald.com.

"Lynn's Top Five: The Gift of Financial Independence," by Lynn Ballou, CFP, lamorindaweekly.com.

November, 2015

"7 Ways Millennials Are Getting Retirement Saving Wrong," featuring Lynn Ballou, CFP, thefiscaltimes.com.

 "Lynn's Top Five: Year-End Tax Planning Ideas," by Lynn Ballou, CFP, lamorindaweekly.com.

October, 2015

"6 Money Saving Tips All First-Time Parents Need to Know," by Laura R. Knolle, MS, CFP, elitedaily.com.

"Lynn's Top Five: Financial Planning Days 2015," by Lynn Ballou, CFP, lamorindaweekly.com.

September, 2015

"Panic Boom: Market Volatility Tips for Anxious Retirees," featuring Lynn Ballou, CFP, mainstreet.com.

"8 Unexpected Retirement Costs to Plan For," featuring Lynn Ballou, CFP, gobankingrates.com.  Please note: The rule of 72 is a mathematical concept and does not guarantee investment results nor functions as a predictor of how an investment will perform. It is an approximation of the impact of a targeted rate of return.  Investments are subject to fluctuating returns and there is no assurance that any investment will double in value. Asset allocation does not ensure a profit or protect against a loss.

"Couples' cash: Managing money with your partner," featuring Lynn Ballou, CFP, foxbusiness.com.

"Lynn's Top Five: Smart Financial Steps for Interesting Economic Times," by Lynn Ballou, CFP, lamorindaweekly.com.

 

July, 2015

"7 Summer Health Care To-Dos That Can Save You Money," featuring Laura R. Knolle, MS, CFP, forbes.com.

Lynn Ballou, CFP, has been honored with the Five Star Wealth Manager Award for the fifth straight year.  
Click here to read the press release. 

Lynn's Top Five: Paying for College - Let's Think Outside the Box!," by Lynn Ballou, CFP, lamorindaweekly.com.

June, 2015

"Why it's OK to move in with your parents after college," featuring Marilyn Plum, CFP, usatoday.com.

May, 2015

"Lynn's Top Five: College Students: Create your own Internships!," by Lynn Ballou, CFP, lamorindaweekly.com.

"Retirement readiness by age: How do you stack up?" featuring Lynn Ballou, CFP, cnbc.com.  Investing in mutual funds involves risk, including possible loss of principal. No strategy assures success or protects against loss.

March, 2015

"Lynn's Top Five: Where Should I Retire?" by Lynn Ballou, CFP, lamorindaweekly.com.

"Keeping Calm When the Market Goes South," by Marilyn Plum, CFP, time.com.

February, 2015

"Lynn's Top Five: Savvy Tips When Helping Your Parents Financially," by Lynn Ballou, CFP, lamorindaweekly.com.

"The Profession Where Women Make 61% Of What Men Make," featuring Lynn Ballou, CFP, forbes.com.

January, 2015

"What you need to know about long-term care insurance," featuring Laura R. Knolle, MS, CFP,  marketwatch.com.

"How to Save $100 a Month for Retirement," featuring Marilyn Plum, CFP, money.usnews.com.