In this episode, I talk with Dr. Lindsey Willoughby. Lindsey is the owner of East Orchard Dentistry, a Dental Practice…
John Bovard, CFP®
January Newsletter This month we shared a number of articles, videos and presentations related to retirement planning and things to…
Retirement is just as much a leap of faith as any other significant life change. No matter how much you…
Check out this clip from Phil Eleson as he describes the $10 trillion opportunity that we are in and will see…
Sequence of return risk equals one of the greatest risks for those retiring in a down market. This stresses the…
What are some of the key focus areas that are looked at during the financial due diligence process? The 2…
Congress has passed the second version of the SECURE Act which stands for Setting Every Community Up for Retirement Enhancement….
Check out this episode of The Financial Incline where I talk with Griffin Hurd. Griffin is a CPA and partner…
Performance chart for 2022 and 10 year performance I read and follow the works of Ben Carlson of Ritholtz Wealth…
December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the…