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Constructing a foundation for your financial independence

As a business owner or executive, you know success doesn't happen overnight - it must be built gradually, year by year.

Building lifetime wealth takes much the same effort.

John Boyle can help you lay the groundwork. As a CERTIFIED FINANCIAL PLANNER practitioner, he can create a plan designed to help turn your business success into long-term financial independence.

Call John Boyle - start building a foundation for an independent future today.

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More questions? Call or e-mail John. He'll be happy to answer all your questions!

Helpful Content

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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