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Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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Percy E. Bolton Associates, Inc. is in the business of helping retirees live a better life. Our ideal client is an individual or family who: 
  • Is in the retirement or drawdown stage of life.
  • Is in the pre-retirement of life, within five to ten years of retirement.
  • Is concerned about outliving his/her assets.
  • Is in need of "retirement income" and desires a consistent "pay-check" like cash flow.
  • Wants to consolidate assets into a complete income strategy.

If you fit this description of our ideal client and want to find out if a relationship may be appropriate, start the onboarding process today.

 

Goal Based Investing
  • Goal-Based Investing
    Thursday, April 26, 2018
    11:00 AM - 12:30 PM
    Create an investment blueprint
    
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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.