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 term “perfect storm” is often used to describe a rare confluence of circumstances that produce an event of unusual magnitude, particularly as it relates to weather. Many of you may have seen the 2000 film, The Perfect Storm, starring George Clooney, Mark Wahlberg and Diane Lane which retells the story of the real-life sinking of the Andrea Gail, a…
School is back in session everywhere across the US, and that means it is time once again for Retirement University™. This fall we are offering six evening sessions covering a wide variety of informational topics you need to know to make the smartest decisions for your retirement. Attend all six sessions, or pick and choose the sessions that interest you…
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…