John Bovard, CFP

John Bovard, CFP

I’m a Cincinnati based independent financial planner focused on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. READ MORE
The Self-Directed IRA

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...

Best Books About Money

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...

Proposed Capital Gains Tax Hike

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

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...

Contact us

Email

JohnBovard@incline-wealth.com

Phone

513-708-9089

Address

3805 Edwards Road, Rookwood Tower, Suite 550, Cincinnati, OH 45209

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