Ball & Company Wealth Management

Directions Website

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 investing. 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.

Retirement, estate planning, long-term strategy and the occasional reality check on market noise. Subscribe to the newsl...
10/25/2026

Retirement, estate planning, long-term strategy and the occasional reality check on market noise. Subscribe to the newsletter for a steady read twice a month.

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

Open enrollment is underway, and a 2027 rule change could make some Medicare Advantage plans harder to get into. One exp...
10/23/2026

Open enrollment is underway, and a 2027 rule change could make some Medicare Advantage plans harder to get into. One expert explains why waiting until December may not pay off.

Medicare Advantage insurers may limit enrollment in certain plans by county in 2027. Jae Oh explains why beneficiaries should compare coverage early.

Most married couples file jointly without a second thought. In a handful of situations, though, separate returns can mak...
10/20/2026

Most married couples file jointly without a second thought. In a handful of situations, though, separate returns can make more sense. Here's when it's worth a closer look.

Filing taxes individually can be favorable in certain circumstances

Even a solid financial picture can come with a side of worry. This article looks at where financial stress comes from, a...
10/17/2026

Even a solid financial picture can come with a side of worry. This article looks at where financial stress comes from, and practical ways to keep it from taking over.

Financial stress is a leading cause of stress in Americans. Learn how money stress can affect you and what you can do to effectively cope with it.

A financial plan isn't meant to be set once and forgotten. This week's newsletter looks at the life events that make it ...
10/14/2026

A financial plan isn't meant to be set once and forgotten. This week's newsletter looks at the life events that make it worth pulling the plan back out for a fresh look.

Life changes, and your financial plan should change along with it.

The Social Security wage base climbed again for 2026, and high earners are covering the difference. What that means for ...
10/11/2026

The Social Security wage base climbed again for 2026, and high earners are covering the difference. What that means for the size of a future benefit check may surprise you.

The taxable wage base increased by $8,400 in 2026. This raises much of the upper class' tax bill, but won't necessarily boost their Social Security checks.

Half of parents with adult children gave them financial help in 2025, up from 45% two years earlier. What's driving the ...
10/09/2026

Half of parents with adult children gave them financial help in 2025, up from 45% two years earlier. What's driving the trend -- and what it means for long-term plans.

Half of parents with adult kiddos helped at least one of them financially in 2025, up from 45% in 2023, according to a Savings.com survey.

About three out of four Americans don't have a will -- which means state law, not family wishes, decides what happens ne...
10/06/2026

About three out of four Americans don't have a will -- which means state law, not family wishes, decides what happens next. A few steps now can spare loved ones confusion later.

Get this estate planning document right — and spare your family confusion later

Do you think you'll struggle to spend in retirement? Decades of diligent saving can make it surprisingly hard to switch ...
10/03/2026

Do you think you'll struggle to spend in retirement? Decades of diligent saving can make it surprisingly hard to switch gears in retirement. About half of retirees hesitate to spend what they've built.

Many people save their whole working lives for retirement. Others get a late start and hustle to save in...

Market swings and surprise expenses don't have to knock a plan off course. This week's newsletter covers five ways to bu...
09/30/2026

Market swings and surprise expenses don't have to knock a plan off course. This week's newsletter covers five ways to build more resilience into your wealth.

Everything from your budget to your mindset matters.

Address

2000 Mallory Lane #130/399
Franklin, TN
37067

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Ball & Company Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category