Blog
How Does the “One Big Beautiful Bill Act” Impact Your Financial Plan?
On July 4th one of the most anticipated pieces of tax legislation in recent years was signed into law by President Trump. Approaching 900 pages
Category: Financial Planning
Financial Planning
Phil Bollin Earns CPWA® Certification
Bollin Wealth Management LLC is pleased to announce that Phil Bollin recently earned the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® designation is the premier advanced certification
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
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
Blog
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
Financial Planning
When Banks Fail, What Can You Bank On?
Successful investors can more easily ignore that urge and the noise that comes from day-to-day market movements, knowing that planning for what can happen is a more powerful strategy than trying to anticipate and predict what will happen next.
Financial Planning
What the SECURE 2.0 Act Means for You
Among all the year-end political drama and holiday celebrations you participated in, you may have missed the news that the Setting Every Community Up for