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
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...

Studying Berkshire Hathaway’s Annual Letter

Studying Berkshire Hathaway’s Annual Letter

"Never Bet Against America" - Warren BuffettWarren Buffett, the Oracle of Omaha is one of the best investors the world has ever known. Accumulating a fortune that was over $80Billion at certain times.  Studying the words and publications of Warren Buffett has always...

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...

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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