Lynn Ballou is a certified financial planner, co-owner of Ballou Plum Wealth Advisors, LLC, a registered investment advisory firm in Lafayette, Calif., and a registered principal and branch manager with LPL Financial.
Money & Security
Instead of leaving your adult kids money when you die, create a meaningful gifting plan so you can watch them benefit from your generosity
Living & Learning
The decision this writer made and how she came to terms with it