Ball & Company Wealth Management

Ball & Company Wealth Management CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. Bringing all the pieces of your financial life together is a challenging task.

We are dedicated to helping develop a clear understanding of your current financial status, as well as creating a financial roadmap to help build, manage and preserve wealth for a lifetime. From budgeting, to planning for retirement, to saving for education, to managing your taxes and analyzing risk, “finances” doesn’t mean just one thing — and “financial planning” means much more than just inves

ting. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous standards. We understand all the complexities of the changing financial climate and will make recommendations in your best interest.

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.
09/01/2026

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where A...
08/29/2026

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where AI falls short compared to a professional advisor.

As more people turn to chatbots for financial advice, experts say AI offers both pros and cons for retirement planning. Here's what to know.

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill...
08/26/2026

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.

The latest newsletter takes a closer look at this financial strategy.

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to you...
08/23/2026

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to your inbox.

Sign up and stay tuned for this week's posts.

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's ...
08/21/2026

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.

Stocks are often described as one of the best long-term hedges against inflation.

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your persona...
08/18/2026

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.

There are risks involved with oversharing

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it come...
08/15/2026

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a...
08/09/2026

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to po...
08/07/2026

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Part 2 of our series looks at how to play catch up when you’re 50

Experience, established networks and financial stability are just a few of the advantages that come with starting a busi...
08/04/2026

Experience, established networks and financial stability are just a few of the advantages that come with starting a business in your golden years.

In this Learning Bites segment, Susan Reid joined us to share why older entrepreneurs are thriving and how you can start a business later in life with confidence, purpose, and vision.

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2000 Mallory Lane #130/399
Franklin, TN
37067

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Wednesday 6:30am - 3pm
Thursday 6:30am - 3pm
Friday 6:30am - 3pm

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