The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives. Did you know you can register + attend virtually for free?! In Pursuit of Happiness 2022 Event – Arthur Brooks – The Atlantic: Drawing on our celebrated coverage of the practices and principles of happiness from the renowned social scientist…
Continue reading…Category: Other
Phillips Ballenger’s Action Plan in Response to COVID-19
Dear Clients & Friends, We write to you today to update you with Phillip Ballenger’s action plan in light of the escalating spread of the novel Coronavirus. This situation is new & unique to all of us – our core values have guided us to the following decisions regarding how Phillips Ballenger will operate for…
Continue reading…Guest Blog- Veterans’ Benefits Overview
Using Benefits, Managing Money: Financial Planning Information for Senior Veterans From deciding where to live to accessing healthcare, senior veterans have benefits and obstacles that many of the rest of us don’t. The trick is knowing how to navigate the good and the bad. Senior veterans have problems and advantages that are generally unfamiliar to…
Continue reading…The Three Types of Lawyers to Consider for Your Estate Planning
Contrary to popular belief, all lawyers do not specialize in all areas of law! When it comes to estate planning, it is important to understand how “specialized” your legal representation is when handling your legacy. This week, I have broken down three types of representation common to the estate planning arena. #1 – “Jack of…
Continue reading…Procrastination & ALL of my LISTS…
Procrastination-Station. If you have ever taken a standard personality test and your results came back showing a high “I”, chances are that this article is for you. If you have no idea what I am referring to but feel a tinge of guilt at the mere mention of ‘procrastination’ then this article is also for…
Continue reading…Back to School Checklist #1: Easy Tips to Get Your Life Together!
It’s hard to believe that the start of the school year is right around the corner (especially as it’s approx. 112 degrees right now in Las Vegas!). On this weeks’ blog, I’m sharing some practical back to school tips (Part 1) before school is back in session! Back to School Checklist #1: Easy Tips…
Continue reading…What is Your Purpose?
Mortality is a bizarre concept to wrap your mind around. When I was 10 years old, my Grandfather suddenly passed away from a heart attack. I was faced with my first encounter with death. It led me to start addressing questions I had about mortality. At one point, I began to cry as the thought…
Continue reading…Wealth. What does it mean to you?
Wealth to me is not about money. I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children. Yes, money does afford me the…
Continue reading…Spring Cleaning: Helpful Tools for Organization
Spring is notorious for being the season that is most associated with new beginnings and clean slates. The term “Spring Cleaning” is historically linked to a deep cleaning of one’s home, inside and out, due to the effects of Winter. Read more about the historical significance of spring cleaning here. However, Spring is also a…
Continue reading…Tax Savings Strategies to Implement NOW to Lower Your 2019 Tax Bill
The TCJA (Tax Cuts and Jobs Act) virtually doubled the standard deduction (for personal returns). For 2019, the standard personal deductions are: $12,200 – Single (or married filing separately) $24,400 – Married, filing jointly $18,350 – Head of Household You can find info for 2018 here. If you’re used to itemizing your deductions- the new…
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