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: Retirement 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
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
Retirement Planning
Record Amounts of Wealth Held by Retirees
Older Americans own more wealth today than they have at any other time in the history of the United States. While that may seem like
Retirement Planning
What’s the Best Age to Claim Social Security Benefits?
Over the past few months, I have met with a significant number of current and prospective clients who have had questions related to or directly
Retirement Planning
Social Security Benefit Update for 2021
Social Security benefits represent a salient component of most retirees’ retirement income strategy. For most American retirees today the two most important sources of retirement
Retirement Planning
How Does the SECURE Act Impact Your Financial Plan?
Amidst the excitement of the holiday season and the seemingly endless coverage of impeachment proceedings in Washington D.C., you have may have missed news of
Retirement Planning
Long Term Care Insurance Costs Skyrocket
Older Americans shopping for long-term-care insurance policies and current owners of long-term-care (LTC) policies may be in for a bit of a shock when they