Bolt Tax & Financial LLC

Bolt Tax & Financial LLC Specializing in Personal and Small Business Wealth Management, QuickBooks & Taxes,
Enrolled Agent t

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠
Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Take the time to think about these three things when shopping for your next vehicle.
11/11/2025

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Are you looking for a balance? Find yours, starting with this video.
11/07/2025

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Working in Retirement: New trend or same old story?
11/05/2025

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

01/25/2025
When was the last time you updated your will?
11/20/2024

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
11/17/2024

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
11/13/2024

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
11/10/2024

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
11/06/2024

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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1707 Newry Lane
Duncansville, PA
16635

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