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.
Call Bollin Wealth Management
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.
If I were to postulate that Sir Isaac Newton (1642 – 1727) was one of the most brilliant minds the human race has ever seen, I would have ample evidence to support my position. The English physicist and mathematician is legendary in his contributions to the advancement of mankind. Newton is credited with inventing the reflecting telescope in 1671. Newton…
While we continue to wait for Congress to act on tax reform, two pieces of next year’s financial planning puzzle have recently been revealed for retirees. In October, the Social Security Administration announced that 61 million Americans will receive a 2.0% increase in their monthly Social Security benefits beginning in January of 2018. The 2 percent increase in monthly income…
Think quickly, would you rather have a $1 million retirement nest egg or $5,000 in monthly income to spend during retirement? Your answer could tell you whether you possess an ‘illusion of poverty’ or an ‘illusion of wealth’ according to recent research published in the Journal of Marketing Research. In their paper, “The Illusion of Wealth and Its Reversal,” Drs….