Is Now the Right Time to Go Roth? Some say yes, pointing to the recent federal tax reforms.  Provided by John Boyer   Will federal income tax rates ever be lower than they are right now? Given the outlook for Social Security and Medicare, it is hard to imagine them falling much further. Higher federal.. read more →

Please see the attached file for this Month’s Economic Update: September 2018 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 →

27 Sep 2018
September 27, 2018

Balancing Your Checkbook

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Balancing Your Checkbook A useful skill, even in a digital age. Provided by John Boyer   Do you know how much money you have in your checking account? If you keep your checkbook balanced, answering that question becomes easier. Balancing, reconciling, whatever you want to call it – this is a core financial skill, even.. read more →

Please see the attached file for this Week’s Economic Update: September 25, 2018 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 →

5 Retirement Concerns Too Often Overlooked Baby boomers entering their “second acts” should think about these matters.  Provided by John Boyer   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are.. read more →

Please see the attached file for this Week’s Economic Update: September 18, 2018 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 →

Underappreciated Options for Building Retirement Savings More people ought to know about them.  Provided by John Boyer   There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there prospective benefits for retirement savers that remain under the radar? The answer.. read more →

Please see the attached file for this Week’s Economic Update: September 11, 2018 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 →

The Safe Harbor 401(k) Deadline Is Quickly Approaching Now is the time for small business owners to act. Provided by John Boyer   October 1 is the deadline for companies to set up Safe Harbor 401(k) plans for 2018. If you want to put one in place at your business, you need to give your.. read more →

Please see the attached file for this Month’s Economic Update: August 2018 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 →