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
Category: Financial Planning
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
Financial Planning
Financial Planning Moves to Make Now
2022 has proven to be a very challenging year for investors to navigate and the third quarter of the year did not deliver better news.
Financial Planning
Navigating the Road Ahead
Call it the perfect storm of negative financial forces if you would like, but regardless of the description used, the economic and investment market events
Financial Planning
Looking Ahead to 2022
Coming off an especially strong year for equity investment returns, it is not unusual for investors to ask “what’s next?” for markets in 2022. There
Financial Planning
Understanding the CARES Act
The widespread economic uncertainty caused by the coronavirus (COVID-19) pandemic has taken a crippling toll on national and local economies alike. As businesses and employers