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The Financial Incline

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Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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ways to take advantage of the bear market
12 Jul: Turning the Bear Market into a Goldilocks Moment

Asset prices are significantly down from recent highs. The bear market is here, and we have no idea how long…

75 basis points
23 Jun: What Just Happened? The Fed Increases Velocity and Accepts Reality

The Federal Reserve raised the key short-term interest rate by 75 basis points in response to the release of the…

Inflation volatility
14 Jun: It’s Not About Inflation, It’s About Volatility

Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation…

Financial Fitness
08 Jun: Financial Fitness – Mid-Year 2022 Check-In

Summer will officially be here soon, but before kids get out of school and all the vacation planning you did…

Tax Planning Long Game
31 May: Tax Planning for Retirement: The Long Game

Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your…

25 May: Client Service Associate – Job Opening

Job Title: Client Service Associate Inquiries Please email: johnbovard@incline-wealth.com Responsibilities and Activities: Work with new clients Onboards new clients to…

Small Business Retirement Plans image
22 May: Retirement Plans For Small Business Owners

The Role of Small Business Retirement Plans Embarking on the rocketship of starting a business is both exhilarating and overwhelming….

Feds Actions vacuum
17 May: Are Fed Actions Working? Parsing the New Data

Are Fed Actions Working? Parsing the New Data After April’s downturn, the first two weeks of May have not seen…