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
Would a $15 Minimum Wage Work?

Would a $15 Minimum Wage Work?

By 2025 it is estimated that a $15 minimum wage would reduce employment by 1.4 million workersThe debate of a $15 minimum wage has been in the news lately and seems to be a talking point for most politicians.  However, taking politics out of this, would this truly be...

Investing in Disruptive Innovation Part 1

Investing in Disruptive Innovation Part 1

Over the course of two blog posts I will be cover the topic of investing in innovative disruption.  It has been said that the pandemic has drastically sped up the adoption of technology and innovation. This thought could be seen amongst the stocks that many considered...

What To Do With Extra Savings

What To Do With Extra Savings

Last week I had the pleasure of chatting with Business Insider reporter Liz Knueven to go over some common things I am seeing regarding financial planning. One of the trends I have notice in 2020, either from retirees or those working is that they have an extra amount...

Exclusions & Deductions from Gross Income

Exclusions & Deductions from Gross Income

It is important to note what items can be excluded from your gross income for taxes. These are items that you will not need to worry about paying taxes on for the year. Deductions and more specifically above the line deductions are most often things that will require...

IRS Enrolled Agent – Tax Planning

Transcript Many financial advisors mention tax planning when they discuss what services they offer their clients.  Since becoming an independent financial advisor, to take that a step farther, I became an IRS Enrolled Agent.  An IRS Enrolled Agent has the ability to...

2020 Annual Market Review

2020 Annual Market Review

2020 was obviously a very chaotic year for the country and for the stock market. Even through all the headline risk of this year the market still stock market still averaged double digit returns. Do you know the performance of your portfolio for 2020? You can use this...

Set It & Forget It – Automate your finances

Set It & Forget It – Automate your finances

Automating your finances is one of the most reliable ways to maintain solid financial habits and to build wealth.  We often use automation to pay our lenders, utility companies and service providers so why not automate to pay yourself first.  Automating your savings...

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:...

Contact us

Email

JohnBovard@incline-wealth.com

Phone

513-708-9089

Address

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

Get in touch

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