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.
Instead of leaving your adult kids money when you die, create a meaningful gifting plan so you can watch them benefit from your generosity
Work & Purpose
When career counseling is about more than just getting a job
Follow our in-depth examination of current health care offerings through an age-friendly lens. What does age-friendly health care look like, and how do you locate and access it? We cover how to prioritize your unique needs when selecting providers and treatments for yourself or a loved one.