Today’s economic and financial environment is more complicated and confusing than ever. There are so many choices available, be sure you are getting the best advice from trusted professionals.
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People often come to Bollin Wealth Management for guidance after experiencing a significant change in their financial situation. The change can be as simple as switching jobs and rolling over a 401(k)account into an IRA, or receiving an inheritance from a relative. Or the change can be a life-altering event such as the death of a spouse, a divorce, or planning for a newborn child’s college education.
While we are happy to guide people experiencing a significant change in their financial situation, we are able to provide the greatest value when people come to us for comprehensive financial planning. Through our consultative planning process, we guide clients through the iterative steps of defining and articulating their financial goals, developing and implementing the planning solution, and monitoring and reviewing progress towards reaching our clients’ financial goals.
How many times in your life has something unusual happened where you stopped and asked yourself, “What are the odds of that happening?” Maybe this summer you heard about a Canadian man named Pete McCathie. Pete has experienced three very rare occurrences in his lifetime: being struck by lightning, his daughter being struck by lightning, and Pete has recently won…
On August 14, 1935 President Franklin D. Roosevelt signed the 37 page Social Security Act into law, ushering in a new concept of retirement for millions of Americans. But even as the Social Security program celebrates its 80th birthday, retirees will likely be receiving a nasty surprise this year. The latest annual report from the Social Security trustees is projecting…
The turmoil in Greece has been dominating the news for much of the past two weeks, and we are aware that some clients are concerned about the impact of that situation on their investment portfolios. So we want to explain the situation in Greece and alleviate some fear and concern that you may be experiencing. If you have been following…