Craig Bolanos, CEO of Wealth Management Group, says he prefers actively managed bond funds because a strong manager can add value. The manager of the T. Rowe Price Emerging Markets Bond Fund, Michael Conelius, has helmed the

These funds stand out in a crowded market. When you're choosing how to invest for retirement, T. Rowe Price funds are a recognizable name... *The opinions voiced in this material are for general information only and are

President Joe Biden referred to the most recent $600 stimulus check as a "down payment." In keeping with his promise, Congressional leaders are working hard to pass a $1.9 trillion stimulus proposal that will include a provision

Craig Bolanos, CEO of Wealth Management Group, says there are two key pillars to retirement income: living off portfolio income and having a plan to increase that income over time. He likes that the T. Rowe Price

Many business owners dream of retirement yet struggle with the notion of letting go of the success they spent a lifetime building. Passing on ownership to the next generation can be a struggle. When you've dedicated a

Craig Bolanos was featured in Debbie Carlson’s article “Single and Planning for Retirement? Here are 4 Key Things to Do” appearing in Barron’s Magazine. In this article, Craig discusses some of the challenges single, independent people face when preparing

Craig Bolanos was featured in Debbie Carlson’s article “Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.” appearing in Barron’s Magazine. In it, Craig gives his thoughts on qualified charitable deductions and how donations up

Craig Bolanos was featured in Lauren Phillips’s article “How To Create a Budget You Can Really, Truly Stick To” appearing in Real Simple. Craig shares his thoughts on budgeting, your biggest wealth tool, how you can unlock your savings

Craig Bolanos was featured in Debbie Carlson’s article “What Questions Should Investors Ask Financial Advisors Now?” appearing in U.S. News & World Report. Anyone who is paying a financial advisor should have a well-thought-out, written financial plan – no

Craig Bolanos was featured in Debbie Carlson’s article “Making the Most of the Tax-Filing Deadline” appearing on ThinkAdvisor. Craig has suggestions for people about to retire or the newly retired to deal with the nuances of transitioning