Broker Check
The Cycle of Investing Social Security: By the Numbers



Understanding Today’s Financial Environment

Welcome! I’m Eric S. Ball, a CERTIFIED FINANCIAL PLANNERTM with Ball Wealth Management in Porterville, CA. I understand the challenges and complexities that people face in their financial lives.  My goal is to help take the mystery out of the world of finance and assist you in coordinating your finances in order to pursue and enjoy financial freedom. Whether you are investing for retirement, college savings, insurance or estate planning, or just need to ask a question, my firm Ball Wealth Management, offers personalized service which focuses on your needs, wants, and financial goals and objectives.

With over 30 years of experience in financial services, I can help you address your needs of today and for many years to come. My staff and I look forward to working with you through all stages of your life.  Our website has tools and resources to help you get started. Please contact me at (559) 784-0957 or at eric.ball@kmsfinancial.com to schedule a complimentary initial consultation.

I look forward to meeting you.

"Thank God I Paid  For the Rolls! "

The stock market crash of 2008 was the ultimate "Failure to Proceed" and caused panic and anxiety.  With real life stories and experiences, and a wry sense of humor, Eric Ball wrote "Thank God I Paid Cash For The Rolls!" to offer a unique perspective on the financial crises and provide insights, concepts and strategies to help you both survive and thrive in an uncertain world.  No matter what the future holds, the principles explored in Eric's book will be valuable for your financial planning.

With so many books on financial planning in the market, why would you choose “Thank God I Paid For The Rolls!”   Because it makes sense!!  Eric’s extensive years of experience, trials and tribulations as a Financial Planner along with his personal experiences has made him highly regarded in his field.   

With Eric's book, you will gain knowledge of:

  • Developing a long-term perspective in a short term minded world.
  • You will gain from the experiences of people who have faced financial crises in the past and how they address the challenges.
  • Ideas for setting financial goals and practical steps to implement them.
  • Strategies to coordinate your investment and retirement plans.
  • Practical steps to manage, reduce and eliminate debt.
  • Practical ideas for both the beginner and the seasoned investor.

The stories, ideas and concepts in this book make it the perfect foundation for a high school or college graduate.  This is a perfect gift for anyone wanting to expand their financial horizon.

To get a copy of Eric' book, simply CLICK BELOW, or better yet, call our office at (559) 784-0957 and Eric will send you an autographed copy.

Click Here

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow