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.
Learn more about:
More questions? Call or e-mail John. He'll be happy to answer all your questions!
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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.
It may help your business be better prepared in the event of the death of a principal or key employee.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Knowing the rules may help you decide when to start benefits.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Your credit score may influence how much you pay for auto and home insurance.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?