by John Boyle, CFP®, EA, CTC, CEPA | Jan 1, 2021 | Business Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning
The purpose of the Financial Planning Pyramid is to help prioritize your schedule of financial planning tactics based upon your circumstances and goals. While it’s relatively easy to earn an income, effectively prioritizing your cash flow isn’t clear to many people...
by John Boyle, CFP®, EA, CTC, CEPA | Nov 12, 2019 | Business Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning
When you get busy with your business, it’s easy to forget about your retirement accounts and medical coverages and plans. But year-end is approaching and now is the time to take action. Here are the six strategies that you can implement before the end of the year....
by John Boyle, CFP®, EA, CTC, CEPA | Mar 11, 2019 | Business Planning, Insurance Planning, Tax Planning
Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if … you have a high income, and you’re married and both you and your spouse are paying premiums. Fortunately, the premiums can potentially help your tax situation. The...
by John Boyle, CFP®, EA, CTC, CEPA | Jun 17, 2018 | Business Planning, Estate Planning, Insurance Planning, Tax Planning
Most business partners have briefly reviewed their Buy-Sell Agreement while consulting with their attorney though I’ve found most of those attorney-client discussions tend to have been limited to quick-start legal provisions, which fall short of meeting their...
