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 firstname.lastname@example.org 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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.