Select Page
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
Biden’s Tax Proposals

Biden’s Tax Proposals

As we are nearing the election in November, we are starting to receive more details on some of the policies that likely Democratic presidential nominee Joe Biden is proposing.  His stances on taxes have begun to take center stage over the past couple of weeks.  Here...

Big Tech Plows Forward

Big Tech Plows Forward

On Wednesday, 4 of the most powerful CEO's in the tech industry spent five and a half hours testifying in front of Congress. CEO's from Google, Apple, Facebook and Amazon were questioned by Congress.  The reason they were called before Congress is to address...

Social Security Spousal Benefits

Social Security Spousal Benefits

Spousal benefits for Social Security is a complicated issue and can lead to the potential of leaving some money on the table.  Recently I hosted a webinar with BlackRock's Michael Graci and we went over the topic of Social Security, how it works and what it means to...

Webinar: Estate Planning & Asset Protection

Webinar: Estate Planning & Asset Protection

Register Here What would happen to your accounts if you were to fall ill and incapacitated? Who would be in charge of your financial decisions? Where are you directing your money in case you were to pass away? Please join us Tuesday July 21st @ 12pm as Estate Planning...

Tactical shifts for your portfolio

Tactical shifts for your portfolio

U.S. Value and Small cap stocks still have room to recover The recent rally over the past two months has been something that has a lot of investors scratching their heads. Even with the tsunami of bad news, April and May were the two best consecutive months for the...

Contact us

Email

JohnBovard@incline-wealth.com

Phone

513-708-9089

Get in touch

8 + 9 =