Should You Leave Your IRA to a Child? What you should know about naming a minor as an IRA beneficiary. Provided by John Boyer    Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some.. read more →

Please see the attached file for this Week’s Economic Update: June 19, 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 →

Should Couples Combine Their Finances? To consolidate or not: that is the question.  Provided by John Boyer Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money matters? If you feel.. read more →

Please see the attached file for this Week’s Economic Update: June 13, 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 →

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 →