Blog
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
Category: Blog
Blog
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
Blog
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
Blog
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
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What Is a Fee-Only Financial Advisor & Why Does it Matter?
If you’re searching for a financial planning professional, the first thing you’ll want to ask is how this advisor will be paid. If you hear they’re fee-only, you’re on the right track. Fee-only financial advisors are paid directly by their clients.
Blog
Why I Became a Financial Planner
Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often: