Jay D. Bollman, CRPC(r)

11/11/2022

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

11/07/2022

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.

11/06/2022

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

11/04/2022

Nearly 70% of retirees will need some type of long-term care, according to the U.S. Department of Health and Human Services. Let’s talk about what you can do now to help ensure your costs are covered if that time comes.

11/03/2022

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

11/02/2022

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

11/02/2022

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

11/01/2022

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

10/31/2022

Ghostly greetings to you and yours!

10/31/2022

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

10/31/2022

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any single risk. Together, we can determine what level of diversification makes sense for you.

10/29/2022

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.