John Bovard, CFP
3 Savings Buckets & Why You Need Them
The tax treatment of investment accounts can oftentimes be overlooked by most investors. This plays a big role when it comes time to start living off of the nest egg you have built up when you enter retirement. While we are working and saving throughout our career...
Webinar: Investing in Gold & Real Assets
Register Here With the Federal Reserve printing trillions of dollars many investors are asking, Is now the right time to be invested in gold? What are the differences between gold stocks, gold coins and gold mining companies? Will gold protect their money against...
Available for in person meetings
When it comes to discussing life savings and investing your hard earned money it is important to have the option to do so in a face to face meeting. Incline Wealth Advisors has open offices and is available for clients looking to meet in person. I want to be here...
Mistakes to Avoid to Ensure Early Retirement
Americans are living longer which is requiring more savings to maintain a comfortable standard of living in retirement. The median retirement savings amount for people age 55 to 64 is $107,000 according to the Government Accountability Office. This amount would only...
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
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
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...
What is a trust? Why should you have one?
On this clip from a recent webinar with Alethea Teh Busken of Kohnen & Patton she explains what a trust is and lists out 5 reasons why you need a trust. Wills and Trusts work hand and hand so although you may have a Will you may also need a trust. Trusts are not...
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...
How to be financially prepared for your future – 7 Steps
Check out my recent MORETalk with Thomas More University where I lay out 7 steps to be financially prepared for your future. https://youtu.be/8Jj4H7jocOI