Ballou Plum in the News

December, 2012

"Preparing for the Challenges Ahead: Retirement Planning Considerations for Women Doing It All," by Lynn Ballou, CFP,  lamorinda.patch.com

"Financial Planners: How to Survive the Fiscal Cliff," featuring Lynn Ballou, CFP, money.com

"Does Saving Money for College Mean Your Child is More Likely to Attend?," featuring Lynn Ballou, CFP,  nerdwallet.com
Please note: Prior to investing in a 529 Plan, investors should consider whether the investors or designated beneficiarys home state offers any state tax or other benefits that are only available for investments in such states qualified tuition program.  Withdrawals used for qualified expenses are federally tax free.  Tax treatment at the state level may vary.  Please consult with your tax advisor before investing.  Investing in mutual funds involves risk, including possible loss of principal.

"Wean Your Teen Off the Bank of Mom and Dad," featuring Lynn Ballou, CFP,  wsj.com

November, 2012

"The Importance of Financial Planning," by Lynn Ballou, CFP, beautybullmag.com

"LYNN'S TOP FIVE - Creating Family Memories and Charitable Giving: The Perfect Holiday Recipe," by Lynn Ballou, CFP, lamorindaweekly.com

"Is it OK to Tap My 401(k) to Pay Off Credit Card Debt?" featuring Lynn Ballou, CFP,  moneyunder30.com

Lynn Ballou, CFP and Marilyn Plum CFP have been named Five Star Wealth Managers for 2012 by Crescendo Business Services.  Click here for more information.

October, 2012

"Women confess: The best money advice I ever received," featuring Lynn Ballou, CFP, shine.yahoo.com

Lynn Ballou, CFP was interviewed by KRON-TV 4 Weekend News about planning for college and managing student debt.  
Click here to watch the interview. 

"Bank accounts for preschoolers," featuring Lynn Ballou, CFP,  marketwatch.com

September, 2012

"LYNN'S TOP FIVE - The New Health Care Act - Benefits for your Consideration," by Lynn Ballou, CFP, lamorindaweekly.com

"Life Stages:  Preparing financially for a family," featuring Lynn Ballou, CFP,  usatoday.com

August, 2012

"LYNN'S TOP FIVE - Time for a Mid-Year Financial Planning Tune Up!" by Lynn Ballou, CFP, lamorindaweekly.com

July, 2012

"Graduates: Financial Tips For Success - Part 2," by Lynn Ballou, CFP, bayareawj.com

June, 2012

"How Not To Go Into Debt During Your Vacation," featuring Lynn Ballou, CFP, itravelertimes.com

"Graduates: Financial Tips for Success - Part 1," by Lynn Ballou, CFP, bayareawj.com

"5 Things Newlyweds Should Do With All That Wedding Loot," featuring Lynn Ballou, CFP,  forbes.com

"LYNN'S TOP FIVE - Providing Financial Help to Struggling Adult Children," by Lynn Ballou, CFP, lamorindaweekly.com

May, 2012

"How to Find Low-Cost Investing Help," featuring Lynn Ballou, CFP, wsj.com 
Please note: An investment in Exchange Traded Funds (ETFs), involves the risk of losing money and should be considered as part of an overall program, not a complete investment program.  An investment in ETFs involves additional risks such as: not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index trading errors.  Investing in mutual funds and investing in general involves risk, including possible loss of principal.  Rebalancing does not ensure success or protect against loss.  Asset allocation does not ensure a profit or protect against a loss.

"Don't Fall For a Facebook IPO Scam," featuring Lynn Ballou, CFP, time.com

"5 Money Tips from Savvy Financial Moms," featuring Lynn Ballou, CFP, ap.org

April, 2012

"LYNNS TOP FIVE - The Good Divorce Means Financial Preparedness" by Lynn Ballou, CFP, lamorindaweekly.com

Lynn Ballou, CFP, was asked back by KRON 4 news anchor, Henry Tenenbaum to discuss tax preparation and filing for extension.  Click here to view the video.  Please note: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The information being provided is strictly as a courtesy. The opinions expressed in this material do not necessarily reflect the views of LPL Financial.   Financial Planning offered through Ballou Plum Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

March, 2012

Lynn Ballou, CFP, was interviewed by KRON 4 news anchor, Henry Tenenbaum on the subject of tax planning.  Click here to view the video.  Please note: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The information being provided is strictly as a courtesy. The opinions expressed in this material do not necessarily reflect the views of LPL Financial.   Financial Planning offered through Ballou Plum Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

"Creating Your Own State of the Union," by Lynn Ballou, CFP, bayareawj.com

February, 2012

"Dont Be Afraid of the Tax Bogey," featured Lynn Ballou, CFP. wealthfront.com   Neither Ballou Plum Wealth Advisors, LLC nor LPL Financial offer tax advice or services. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial advisor.

Lynn Ballou, CFP,was featured on two Bay Area stations during the Certified Financial Planner Board of Standards recent Radio Media Tour. To listen to the broadcasts, click on KGO and Metro Networks.  On the KGO broadcast, Lynns discussion begins about four minutes into the program.

"LYNNS TOP FIVE - Longevity Planning - A Timely Topic," by Lynn Ballou, CFP, lamorindaweekly.com.

January, 2012

Lynn Ballou, CFP is featured in the "Top 50 Independent Broker/Dealer Women Advisors in 2011" by Registered Rep online magazine. registeredrep.com

Ballou Plum Wealth Advisors, LLC has been recognized by NABCAP as a 2012 Premier Advisor, showcasing the best in quality wealth management in the San Francisco Bay Area. Click here to view the congratulatory letter.