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.

So far, the average tax refund has been 11.2% larger than the previous tax year.
06/07/2026

So far, the average tax refund has been 11.2% larger than the previous tax year.

The average tax refund is 11.2% higher this season, according to the latest IRS filing data. Here's what taxpayers need to know.

From emergency funds to lines of credit, here is a breakdown of the best and worst ways to access cash quickly.
06/05/2026

From emergency funds to lines of credit, here is a breakdown of the best and worst ways to access cash quickly.

The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they're not likely to be your best source of emergency cash.

While some are just trying to make extra income flexibly, recent statistics reveal that for many Americans, side hustles...
06/02/2026

While some are just trying to make extra income flexibly, recent statistics reveal that for many Americans, side hustles are a necessity.

Side hustles are no longer optional for many of us. In fact, 53% of Americans with side hustles say they’d struggle to cover essential expenses without the extra income. In The Penny Hoarder’s 2026 survey, we dove into the side hustle culture and discovered most Americans are just trying to keep...

In previous decades, 65 was considered the standard retirement age. But nowadays, people have differing ideas of what th...
05/30/2026

In previous decades, 65 was considered the standard retirement age. But nowadays, people have differing ideas of what the "real" retirement age is in America.

Americans used to think of 65 as the expected retirement age. But those days are gone, and today's retirement math is increasingly fuzzy.

How can investing consistently over time help your portfolio manage market ups and downs? Find out in the latest newslet...
05/27/2026

How can investing consistently over time help your portfolio manage market ups and downs? Find out in the latest newsletter.

Plus how it compares to lump-sum investing.

Twice a month, newsletter subscribers receive quick personal finance tips and financial planning insights sent straight ...
05/24/2026

Twice a month, newsletter subscribers receive quick personal finance tips and financial planning insights sent straight to their inbox.

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

When you're trying to save, it can feel counterintuitive to spend money. These products prove that sometimes you have to...
05/22/2026

When you're trying to save, it can feel counterintuitive to spend money. These products prove that sometimes you have to spend a little to save a lot.

These 35 small investments really paid off.

Using your credit card for small, everyday purchases may have more benefits than you realize -- as long as you're able t...
05/19/2026

Using your credit card for small, everyday purchases may have more benefits than you realize -- as long as you're able to pay it off and stay out of debt.

In a tap-to-pay world, it’s so easy to use your debit card for tiny little purchases—including those morning coffees. But money experts say that it’s actually better to use your credit card even for small transactions. Read on to learn more.

The timing of your retirement benefits distribution depends on the type of plans you have and any qualifying events that...
05/16/2026

The timing of your retirement benefits distribution depends on the type of plans you have and any qualifying events that may have occurred.

When a retirement plan can distribute benefits, IRA distributions, normal retirement age, vested accrued benefit, termination of employment, required minimum distributions

Are you unsure about whether you should delay taking Social Security benefits? Read this.
05/13/2026

Are you unsure about whether you should delay taking Social Security benefits? Read this.

This newsletter can be a starting point as you make your decision.

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

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