Bolder Investment Group, LLC

Bolder Investment Group............................. Think B.I.G. ... Think Bolder!


 

Welcome to the web pages for Bolder Investment Group, LLC, a full-service company specializing in retirement planning and estate conservation.

As personal financial professionals, it's our job to:

  • Help you understand your current investment, 401K, or pension plan options 
  • Help you manage your retirement portfolio
  • Help you take control of your retirement savings if you change jobs 
  • Help you set a target date for retirement
  • Help you clarify and define your financial goals 
  • Monitor your financial progress
  • Analyze your life insurance needs and recommend appropriate coverage
     

On this website, you'll find a variety of articles, calculators, and research reports that we hope you will find helpful or stimulate your interest.


If you have any questions, please call us at 478-471-2140 or e-mail us at clientsupport@bolderinvestment.com. We will be happy to help and look forward to talking with you.
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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