John Bovard, CFP
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
Emergency Fund: Where to put the money and how much?
One of the lessons the pandemic has taught us is the need to have cash set asideEmergency Fund: The volatility in the stock market, job layoffs and furloughs, unexpected expenses. This year has led to a lot of uncertainty for many Americans. This has also shown us...
Social Security Webinar – Securing Your Retirement
BLACKROCK BRIEFING Social Security - Securing Your RetirementAs you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Join Michael Graci, Director of...
America Around Every Corner
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...