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!
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Technology tips to make your next trip even better.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.