Stimulus Round 2: Don’t Leave Money on the Table

Stimulus Round 2: Don’t Leave Money on the Table

Here are a key, less talked about, items in the latest stimulus bill. Check out this video to see if these items may benefit you.

 

Here is a great resource that can help to answer more questions you may have about the stimulus bill. 

https://www.irs.gov/newsroom/treasury-and-irs-begin-delivering-second-round-of-economic-impact-payments-to-millions-of-americans 

Questions on your financial plan or investments?  Click Here

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Merry Christmas

Merry Christmas

Merry Christmas from the Bovard family to yours! Here are some of our Christmas Favorites.

 

Favorite Christmas Movie

Elf

Favorite Christmas Song

Rudolph the red nose reindeer

Favorite Last Minute Shopping Store

Kohl’s

Kid’s top Christmas List Item

Camden: Dog/Trampoline

Cohen: Dog/Kyle Rudolph Poster

Bella: Barbie Dream House

Chase: A big bear

Favorite Christmas Tradition for Bovard Kids:

Elf on a Shelf

 

We hope you have a wonderful Christmas this year and get to spend some much needed family time!

 

 

 

 

 

 

 

 

 

 

 

If you would like to schedule a call or zoom meeting to discuss a review of your investments Click Here

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Available for in person meetings

Available for in person meetings

When it comes to discussing life savings and  investing your hard earned money it is important to have the option to do so in a face to face meeting.  Incline Wealth Advisors has open offices and is available for clients looking to meet in person.  I want to be here for my clients and that is why I am providing this option for those that prefer meeting face to face instead of over the phone or video conference.  The conference rooms are cleaned thoroughly after each meeting, big enough to sit 6 feet apart, and strictly follow the guidelines proposed by the state of Ohio and CDC.

Meetings are available at class A office space conveniently located across Greater Cincinnati and Northern Kentucky.  Here are the addresses for the office locations.

Rookwood Tower 3805 Edwards Road, Suite 550 Cincinnati, OH 45209
Westlake Center 4555 Lake Forest Dr., Suite 650 Cincinnati, OH 45242
Union Centre Office Park II 9078 Union Centre Blvd, Suite 350 West Chester, OH 45069
Turfway Ridge Office Park 7310 Turfway Road, Suite 550 Florence, KY 41042
Scripps Center 312 Walnut Street, Suite 1600 Cincinnati, OH 45202

Feel free to schedule your meeting today by emailing: johnbovard@incline-wealth.com

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