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.
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…
It seems like every year I end up having three or four discussions with various people about the merits of paying off your mortgage early. It can be a relative, a client or even a casual acquaintance who will ask my opinion during the course of the conversation on their strategy to pay off their mortgage early. It comes up…
On Friday June 26, 2015 the Supreme Court delivered a historic decision that extends the right to marry for same-sex couples in all 50 states. Prior to the ruling, there were 14 states that prohibited same-sex marriage. The new ruling offers some significant financial planning opportunities to same sex couples that previously were not available in the 14 states where…