College Funding Options You can plan to meet the costs through a variety of methods. Provided by John Boyer   How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and.. read more →

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Provided by John Boyer   Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply.. read more →

Please see the attached file for this Month’s Economic Update: June 2020 Securities offered through Securities Service Network, LLC (SSN), member FINRA/SIPC. Advisory services offered through John Boyer, Inc., a Registered Investment Advisor. Some employees of John Boyer, Inc. are registered representatives of SSN. John Boyer, Inc. is otherwise not affiliated with SSN. Certified Financial.. read more →

Retirement Plan Options for Small Businesses The SECURE Act and CARES Act may complicate the decision. Provided by John Boyer   As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main.. read more →

22 Jun 2020
June 22, 2020

Weekly Economic Update

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Please see the attached file for this Week’s Economic Update: June 22, 2020 Securities offered through Securities Service Network, LLC. (SSN), member FINRA/SIPC. Advisory services offered through John Boyer, Inc., a Registered Investment Advisor. Some employees of John Boyer, Inc. are registered representatives of SSN. John Boyer, Inc. is otherwise not affiliated with SSN. Certified.. read more →

Before You Claim Social Security A few things you may want to think about before filing for benefits. Provided by John Boyer   Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a.. read more →

16 Jun 2020
June 16, 2020

Weekly Economic Update

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Please see the attached file for this Week’s Economic Update: June 16, 2020 Securities offered through Securities Service Network, LLC. (SSN), member FINRA/SIPC. Advisory services offered through John Boyer, Inc., a Registered Investment Advisor. Some employees of John Boyer, Inc. are registered representatives of SSN. John Boyer, Inc. is otherwise not affiliated with SSN. Certified.. read more →

Eldercare Choices in the COVID-19 Era Exploring your extended care options may be wise at this time. Provided by John Boyer   Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost.. read more →

“Backdoor” Roth IRAs If you make too much money to open a Roth IRA, you could create one this way. Provided by John R. Boyer   You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the.. read more →

Please see the attached file for this Week’s Economic Update: May 20, 2020 Securities offered through Securities Service Network, LLC. (SSN), member FINRA/SIPC. Advisory services offered through John Boyer, Inc., a Registered Investment Advisor. Some employees of John Boyer, Inc. are registered representatives of SSN. John Boyer, Inc. is otherwise not affiliated with SSN. Certified.. read more →