One of Balentine’s main goals is to help our clients simplify their lives. So we’ve come up a list of five questions you can ask any potential advisor in order to sniff out potential or hidden conflicts of interest.
If you are over 70 ½, Congress made permanent in December 2015 your ability to make charitable gifts directly from your IRA.
While there are endless books on the topics of caring for a new baby–from the type of laundry detergent to use to the “best” ways to sleep train–there are not nearly as many resources dedicated to the financial aspects of a baby.
This fall marks 100 years since President Woodrow Wilson signed into law the Revenue Act of 1916, which introduced the estate tax to Americans.
News outlets were flooded on Tuesday with the news that Angelina Jolie had filed for divorce from Brad Pitt, her husband of two years and partner of nearly 12. With six children, numerous international properties, and an estimated $400 million joint net worth, “Brangelina’s” divorce is likely to be more complicated than most. Even without the harsh media spotlight, divorce is almost always a devastating, challenging ordeal.
The average Class of 2016 graduate has $37,172 in student loan debt, a six percent increase from the previous year. One way parents can help alleviate this debt burden is to start saving early! There are several good options for college savings, and one of the most popular is a Section 529 plan.
While iPhone apps, SMART goals (Specific, Measurable, Attainable, Realistic and Timely) and other tools help with keeping resolutions, research shows that between 62-88% of resolutions fail. How can one attempt to avoid this grim reality?
In this video podcast, Brittain Prigge, Balentine’s Director of the Client Relationship Team and a member of our Management Committee, shares three tips for helping women build a better, more productive relationship with their investment advisor in order to take more ownership of their financial situation.