10 Jan 2019
January 10, 2019

Why Do You Need a Will?

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Why Do You Need a Will? It may not sound enticing, but creating a will puts power in your hands. Provided by John Boyer   According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded.. read more →

Some Changes Are Coming for 401(k)s Take note of them for 2019.  Provided by John Boyer      Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs.. read more →

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

Your 2019 Financial To-Do List Things you can do for your future as the year unfolds. Provided by John Boyer                         What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,.. read more →

20 Dec 2018
December 20, 2018

Year-End Bond Swaps

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Year-End Bond Swaps You may see some significant tax benefits by making these moves. Provided by John Boyer   The end of 2018 presents bond investors with opportunities. This is a prime time to consider bond swaps (or tax swaps as they are sometimes called), in which you sell certain bonds at a loss and.. read more →