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.
A few days before Halloween, Congress managed to slip a couple of ‘tricks’ into the Bipartisan Budget Act of 2015 that impact many soon-to-be retirees and their retirement plans. On October 28th, the House of Representatives approved a bill that could cost retirees tens of thousands of dollars in benefits by eliminating two Social Security claiming tactics known as file-and-suspend…
2015 is quickly drawing to an end, and before we know it the holiday season will be in high gear! Before you get caught up in all of the holiday celebrations and last minute shopping that goes along with the season, let us look at five steps you can take before the end of the year to ensure your financial…
Dimensional Fund Advisors (DFA), the mutual fund complex we place most of our clients’ assets with, employs quite a variety of professionals on its staff. As you would imagine, many of the people who work for DFA are quantitatively oriented with degrees in finance. On the opposite end of the spectrum is Weston Wellington, who holds a Bachelor of Arts…