John Bovard, CFP® / About Author
Related Posts
Wealth Allocation Framework
If you receive a financial windfall, it may be hard, deciding where to put that money. Whether you sell your…
02 Mar 2023
529 Plan Rollover to a Roth IRA
Starting in 2024 you will have the ability to rollover any unused funds in a 529 plan to a Roth…
05 Jan 2023
Secure Act 2.0 Changes to 529 Plans
To schedule a call to review your financial plan and investments Click Here SUBSCRIBE TO THE FINANCIAL INCLINE Email Address …
05 Jan 2023
Planning Your Finances for the Sandwich Generation
Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different…
08 Mar 2023
Tuning Up Your Portfolio for 2023
The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant…
03 Jan 2023
Managing Through an Unexpected Job Transition
Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may be…
29 Nov 2022
06 Sep 2022
401k Plans aren’t just for Retirement, but Starting Early Matters
Millennial and Gen Z employees know the value of an employer-sponsored retirement plan. A recent survey by Betterment found that…
07 Dec 2022
01 Sep 2022
3 Keys to Retiring in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested,…
28 Dec 2022
Avoiding the Big Retirement Risks
Retirement is just as much a leap of faith as any other significant life change. No matter how much you…
25 Jan 2023