Craig Bolanos

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Craig Bolanos Craig Bolanos is a Co-Founder and Wealth Advisor at VestGen, with 20+ years helping clients plan for retirement and manage investments. We are fiduciaries.

VestGen provides objective, customized financial strategies to our clients. Our approach is to always act in the best interest of our client's goals first and foremost, and the clients we engage become part of the VestGen family. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice, and information here should not be construed as such. Always consult a legal or tax professional regarding your specific situation. The information provided on this website is for informational and educational purposes only, and does not constitute financial or legal advice.

A higher income can create more opportunities, but it can also make financial planning more complex.Workplace benefits, ...
10/21/2026

A higher income can create more opportunities, but it can also make financial planning more complex.

Workplace benefits, equity compensation, tax-advantaged accounts, cash flow, and long-term savings can all compete for attention. And when things are going well, it can be easy to put some of those decisions on autopilot.

For Financial Planning Month, we’re looking at several planning considerations high earners may want to revisit as their careers and financial lives evolve.

Read more:
https://hubs.ly/Q04zsVcC0

Why are some stocks gaining while technology shares retreat? Our latest Weekly Market Update examines the rotation towa...
10/19/2026

Why are some stocks gaining while technology shares retreat?

Our latest Weekly Market Update examines the rotation toward value-oriented stocks, growing concerns over AI infrastructure spending, and the inflation trends influencing investor sentiment.

WEEKLY MARKET UPDATE AS OF OCTOBER 16, 2026: https://hubs.ly/Q04By2RY0

10/19/2026

What can rising 401(k) hardship withdrawals tell us about the financial pressures facing American households?

I recently joined Scott Shellady on RFD-TV's Cow Guy Close to discuss retirement savings trends, including why some workers are accessing their retirement accounts early while others are contributing less than the maximum.

10/18/2026

Why are stocks reaching record highs while so many Americans feel financially stretched?

I recently joined Bob Sirott on WGN Radio 720 to discuss the growing disconnect between Wall Street and Main Street. We explored what corporate earnings reveal about the economy, how persistent inflation is influencing Federal Reserve policy, and why elevated energy costs and global conflicts continue to create challenges for consumers and businesses.

10/17/2026

Why does Wall Street appear strong while so many Americans remain concerned about the economy?

I recently joined Tony on Rural Radio's Commodity Talk to discuss the impact of inflation, energy costs, and borrowing rates on businesses and investors.

10/16/2026

Is inflation the stock market's biggest obstacle heading into year-end?

I recently joined Angela Miles on Business First to discuss how persistent inflation, Treasury yields, and expanding investment in artificial intelligence are shaping today's markets.

We also explored why the stock market isn't necessarily a reflection of the broader economy and why investors should consider whether their portfolios still align with their long-term financial goals.

10/15/2026

Why does the economy feel so different depending on who you ask?

I recently joined John Williams on WGN Radio's Noon Business Lunch to discuss why consumer sentiment remains challenged despite strong stock market performance.

10/14/2026

What would happen to your retirement plan if Social Security benefits changed?

I recently joined Scott Shellady on RFD-TV's Cow Guy Close to discuss the debate surrounding Social Security funding and the difficult decisions policymakers may face in the years ahead.

Saving for retirement is only part of the equation. How you eventually draw from those savings matters too.The accounts ...
10/13/2026

Saving for retirement is only part of the equation. How you eventually draw from those savings matters too.

The accounts you use for income in retirement, when you use them, and the tax treatment of those withdrawals can all factor into your broader financial picture.

That’s why retirement income and tax planning are worth looking at together.

For Financial Planning Month, we’re breaking down some of the considerations behind tax-efficient retirement planning.

Read more: https://hubs.ly/Q04zsRH40

10/12/2026

Could a high dividend yield actually be a warning sign?

In this Common Cents segment, I discuss why chasing stocks with unusually high dividend yields can expose investors to unexpected risks.

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