Ballou Plum in the News

December, 2014

"Planning Your Long-Term Care Strategy?  5 Things Every Woman Should Know," featuring Laura R. Knolle, MS, CFP, forbes.com.

"Lynn's Top Five: Time and Money Saving Holiday Ideas," by Lynn Ballou, CFP, lamorindaweekly.com.

"The Holidays Are Prime Time for ID Theft," featuring Lynn Ballou, CFP, dailyworth.com.

November, 2014

"Lynn's Top Five:  What's so special about a Special Needs Trust?, by Lynn Ballou, CFP, lamorindaweekly.com.

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

October, 2014

"How Much Money is Enough?" featuring Laura R. Knolle, MS, CFP, more.com.

"Lackluster savings tarnishing seniors' golden years," featuring Marilyn Plum, CFP, cnbc.com.

"Investing and Financial Planning: What Do Millennials Want to Know?" by Laura R. Knolle, MS, CFP, nerdwallet.com.

September, 2014

"Lynn's Top Five: What's an Estate Plan and Why You Need One!," by Lynn Ballou, CFP, lamorindaweekly.com.

"Preventing Affluenza: When and How to Tell Your Children about Family Wealth," featuring Lynn Ballou, CFP, mainstreet.com.

August, 2014

"Recent widows need a long term financial plan for peace of mind," by Laura R. Knolle, MS, CFP, expertbeacon.com.

July, 2014

"How to Explain Your Team's Strengths," featuring Lynn Ballou, CFP, financial-planning.com.

 "Lynn's Top Five: Downsizing can save you money!," by Lynn Ballou, CFP, lamorindaweekly.com.

"5 Steps to Financial Independence," featuring Lynn Ballou, CFP, interest.com.  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  All performance referenced is historical and is no guarantee of future results.  Investing involves risk including loss of principal.  No strategy assures success or protects against loss.  Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price.  CD's are FDIC insured and offer a fixed rate of return if held to maturity.  The principal value of a target fund is not guaranteed at any time, including the target date.  Insurance guarantees are based on the claims paying ability of the issuing company.

June, 2014

"Should You Help Your Child Buy a Home?," featuring Lynn Ballou, CFP, wsj.com.

"Let's Talk Planning - Father Knows Best," featuring Lynn Ballou, CFP, letsmakeaplan.org.

"What will it take to get grads off the couch?," featuring Lynn Ballou, CFP, cnbc.com.

"Financial steps you must take immediately on the death of a spouse," by Laura R. Knolle, MS, CFP, expertbeacon.com.

May, 2014

"When You Shouldn't Buy A Home," featuring Lynn Ballou, CFP, sheknows.com. 

April, 2014

"Financial Planning for the first time investor," by Laura R. Knolle, MS, CFP, expertbeacon.com.

"Longevity Will Cost You: Why Healthy Lifespans Mean Sticker Shock for Women," featuring Laura R. Knolle, MS, CFP, learnvest.com.

"5 Portfolio Worries Bigger Than High-Frequency Trading," featuring  Marilyn Plum, CFP, cnbc.com.  Investing involves risk including loss of principal.  No strategy assures success or protects against loss.  

March, 2014

"Lynn's Top Five: Taxes 2014 - Plan now for confidence later," by Lynn Ballou, CFP, lamorindaweekly.com.

"Steer Clients Well Clear of 401(k) Loans," featuring Marilyn Plum, CFP, financialadvisoriq.com.  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

February, 2014

Jason Middleton, Business and Technology Reporter with KGO Radio AM 810, interviews Bay Area CFP Ambassador, Lynn Ballou, CFP during "America Saves" week.  Click here to access the interview.  

"Advice for women on getting long-term care insurance," by Laura R. Knolle, MS, CFP, expertbeacon.com.

January, 2014

"7 Ways Money Can Wreck Your Relationship," featuring Laura R. Knolle, MS, CFP, fiscaltimes.com.