Bud Boland, CFP®
Bud Boland is a Wealth Adviser at CI Brightworth and has devoted his career to working with high net worth and high-income individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short- and long-term goals. Bud began his career with an Atlanta-based multifamily office managing operations of complex client assets and advising clients in taxation, estate planning and charitable planning. Prior to joining the CI Brightworth team in 2016, Bud oversaw the financial planning team of an Atlanta-based independent wealth management firm. Bud is a CERTIFIED FINANCIAL PLANNER™ practitioner and received his Bachelor of Science in Financial Management with an emphasis in Financial Services from Clemson University.
E-mail: bud.boland@brightworth.com | Website: www.brightworth.com
Latest articles by Bud Boland, CFP®
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6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
By Bud Boland, CFP® Published
Roth IRAs -
Is Anything Wrong with Your Estate Plan? Here are 5 Common Mistakes
retirement When's the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
By Bud Boland, CFP® Published
retirement -
Here Are 3 Unique Social Security Benefits – Do You Qualify?
retirement Are you married to someone receiving benefits? Do you have young children? Have you lost your spouse? Are you thinking about going back to work after retiring early but are afraid your Social Security check will take a big hit? You may be in for some good news.
By Bud Boland, CFP® Published
retirement -
Is Hybrid Long-Term Care Insurance Right for You?
Long-Term Care Insurance If you hate the idea of paying for long-term care insurance you may never use, a hybrid policy could be for you. The money you paid in premiums doesn’t just evaporate if you never need the benefits: Your heirs could get most of it back as an inheritance.
By Bud Boland, CFP® Published
Long-Term Care Insurance