Blog
Understanding The Social Security Fairness Act
One of the cornerstones of American retirement got a slight facelift recently when Congress passed the Social Security Fairness Act and President Biden signed the
Category: Blog
Blog
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to
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What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor
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Are You Ready For Tax Armageddon?
“This is going to be Tax Armageddon. It’s time to suit up,” Virginia Democratic Senator Mark Werner recently told Bloomberg News. “The main goal here
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Are You Sitting On A Tax Time Bomb?
“What is the difference between a taxidermist and tax collector? The taxidermist only takes your skin.” Mark Twain In our hyper-politicized social climate few sentiments
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Where is Your Margaritaville?
Over Labor Day weekend 2023 Jimmy Buffett, one of America’s most beloved and iconic entertainers, passed away at the age of 76. Best known for
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Who We Serve and How We Can Help
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ In today’s unpredictable financial environment, finding the right financial advisor can be challenging—but not impossible. Whether you do your
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See a Sample Financial Plan from Bollin Wealth Management
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ We live in a data-driven world. No doubt about it. Anything and everything you could want to know is
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VIDEO: Happy Thanksgiving! Here’s What We Are Grateful For
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ At certain times of the year, or when certain events occur, we are reminded of how blessed and fortunate
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The 3 Biggest Financial Planning Challenges for Engineers
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always