Are Financial Advisory Fees Tax Deductible? The miscellaneous itemized deduction is gone, but effective tax breaks remain.  Provided by John Boyer Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was passed, however, the miscellaneous itemized deduction for investment fees.. read more →

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

The A, B, C, & D of Medicare Breaking down the basics & what each part covers. Provided by John Boyer Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A & B: Original Medicare. America.. read more →

Please see the attached file for this Week’s Economic Update: May 22, 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 →

Beware of Lifestyle Creep Sometimes more money can mean more problems.  Provided by John Boyer “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and successful.. read more →

Please see the attached file for this Week’s Economic Update: May 16, 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 →

11 May 2018
May 11, 2018

The Backdoor Roth IRA

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The Backdoor Roth IRA A move that high earners can make in pursuit of tax-free retirement income. Provided by John Boyer Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the.. read more →

Please see the attached file for this Week’s Economic Update: May 8, 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 →

Adjusting Your Portfolio as You Age As you approach retirement, it may be time to pay more attention to investment risk. Provided by John Boyer If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach.. read more →

Please see the attached file for this Week’s Economic Update: May 1, 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 →