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!
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Even if you’re young and single, you should still consider protecting yourself.
Five phases to changing unhealthy behaviors.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?