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.
One of the greatest spectacles in American sports is the NCAA basketball tournament that commences in March and crowns a champion in early April. The tournament has grown greatly in popularity over the last two decades leading to a huge increase in participation in office betting pools and online bracket contests, even among the most casual fans. The loss of…
In early February President Obama submitted his annual budget request to Congress. Congress will then consider the President’s requests when developing its own budget resolution. As he has done in years past, the President has included some provisions in his budget proposal that could significantly change some retirement strategies and financial plans. It is always important to know what is…
It is safe to say that we have all benefited from well-functioning capital markets throughout our lifetime. Efficient capital markets have produced technological and medical advances that have made our lives easier, more enjoyable, and longer. Efficient markets also facilitate wealth creation and allow us to have higher standards of living and enjoy comfortable retirements. So it is important to…