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 email@example.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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
That big list of dreams and goals isn't the only way to look at your bucket list.