John Bovard, CFP
Considering a Company 401k Plan?
401k Plans are a great way to prepare for retirement and retain employees Qualified company retirement plans are plans that are tax deferred for the investors. Qualified plans are plans that both employees and employers contribute too and receive a tax deduction for...
The Financial Incline: Rocky Boiman – Rocky’s Rules
On the 6th episode of the Financial Incline John Bovard sits down with 8 year NFL veteran, Super Bowl Champion, color commentator at ESPN and radio host for 700WLW, Rocky Boiman. John and Rocky discuss the early lessons he learned growing up that helped him during his...
The Self-Directed IRA
Self-Directed IRA's can be a way to invest in more sophisticated investments One of the stories to hit headlines recently were the allegations that serial entrepreneur and Venture Captial Investor Peter Thiel has a Roth IRA balance of $5Billion. Many have begun to...
The Financial Incline: Ryan Hawk – The Learning Leader
New episode of The Financial Incline with Ryan Hawk. Ryan is the founder and host of the Learning Leader show. A podcast that has been listened to by millions of people in more than 150 countries. Ryan is also an author, who wrote the book, "Welcome to Management, How...
The Financial Incline: How Tax Changes Could Affect The Market
This week I discuss the proposed $3.3T tax increases that have been introduced in order to pay for some of the recent government spending. The thought behind these tax increases is to make businesses and high income earners pay for the lion-share of the spending. The...
The Financial Incline: Alex Allison – The Future of Living
I'm thrilled to bring to you my interview with Alex Allison. Alex has been an entrepreneur for his entire working career. We discuss what has led to his success and the exciting work he is doing currently at D. Alexander. Listen to John Bovard and Alex Allison as...
Best Books About Money
Use these books to build a strong financial foundationI have compiled a list of my favorite and best books about money to help those that are interested in learning from some of the experts. The image shows these books as a pyramid, starting with the foundation and...
Inflation is Rising, Here is Where You Can Look to Invest
These 3 area can be used to hedge inflationThere has been a lot of talk over the past year about inflation and how that might affect the price of stocks, the price of goods and services and the value of the US Dollar. Inflation, by definition, is a general increase...
Proposed Capital Gains Tax Hike
New capital gains rate would increase to 39.6% for people earning $1M or more.Last week President Biden presented his plan to increase capital gains tax rates to 39.6% for those earning $1Million or more per year. The purpose for the tax hike would be to supply the...
Taxation of Social Security Benefits
Keep an eye on your income amounts when claiming Social SecurityMany people are often surprised to learn that once they are retired and start collecting Social Security that they may have to pay taxes on their benefit. Throughout our working career we have probably...