Category

News and Events

Greece has a big decision to make very soon.

How Does the Crisis in Greece Affect my Financial Plan?

By | News and Events | No Comments

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…

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Same Sex Supreme Court

New Financial Planning Opportunities for Same-Sex Couples

By | Financial Planning, News and Events | No Comments

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…

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Top Ten Financial Planning Tips for a Comfortable Retirement

By | Financial Planning, News and Events, Retirement Planning | No Comments

On May 20th, David Letterman ended his legendary run as a late night talk show host logging 6,028 episodes of Late Night with David Letterman and the Late Show with David Letterman in his thirty-three year career.  With an interviewing style described by some critics as “acerbic” and “hard-nosed” and memorable segments like his nightly Top Ten List, Stupid Human…

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Retirement Planning

Plan for What You Can Control in Retirement

By | News and Events, Retirement Planning | No Comments

The Employee Benefit Research Institute, a nonprofit research organization, recently released details from its 25th annual Retirement Confidence Survey.  The survey was conducted in January and February of 2015 and includes both workers and retirees, ages 25 and up.  As is usually the case with each annual survey, the results of the survey are a mixed bag of positive developments…

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inflation's calculated risk

Calculated Risk Beats Inflation’s Wealth Erosion

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by Michael Gordon, The Suit Magazine If there is one trend that has remained constant since the nation’s emergence from the Great Recession’s market corrections of 2007 to 2009, it is that today’s investors do not merely desire transparent transactions from their financial advisers – they expect such. “People have become disenchanted with the constant marketing, the push toward sales…

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Toledo Business Journal article

Last Minute Financial Planning for 2014

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By Phillip E. Bollin, Certified Financial Planner™ 2014 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…

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Market Watch Wall Street Journal

4 basic retirement plans for entrepreneurs

By | Financial Planning, News and Events | No Comments

by Phillip Bollin, Certified Financial Planner TM While there are other options available, I generally recommend one of four retirement plan types to entrepreneurs. All four of these plans are well suited to the needs of solo entrepreneurs, and some of them offer the flexibility to serve a small-business owner who brings on employees. The four plan recommendations are Simple…

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