About Bolling Wealth Group
I am excited to introduce a new brand name for my practice – Bolling Wealth Group. This is simply a change in the way I market myself and my services. I will continue to provide the same quality of comprehensive financial services my clients have known since 1998. I am committed to helping you achieve your life goals through sound financial decisions that align with your core values. I develop fully customized, comprehensive financial solutions that address your personal situation by leveraging our firm's extensive resources.
Jennifer Brunotts continues to serve as my Operations Coordinator. She joined Bolling Wealth Group in 2023, bringing nearly 20 years of financial services experience to support our clients' needs. She leverages her extensive industry knowledge to provide you with exceptional, efficient service. In addition to overseeing new client onboarding, Jennifer is available for your day-to-day needs, including assistance with money transfers, account maintenance, and other operational processes.
We look forward to sharing more about how Bolling Wealth Group can help you and your family reach your financial goals.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.