Understanding Today’s Financial Environment
Welcome, I’m Brian Bolton, an insurance/financial professional in the Des Moines, Iowa area. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is full protection, saving for home, auto, business expansion, retirement, college savings, or estate strategy, we focus on your unique needs and financial objectives.
Our associates have years of experience with insurance and financial services. We can help you address the needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (515) 205-1473.
Click on "About Us" and select "Our Products and Services" for a list of the areas we can provide assistance. If you have a unique situation call or send an email and we will help you find a solution!
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Good employee health can be great for the company’s bottom line.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Apps that help small business owners better manage and grow their business.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?