Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Brad Boyer through his affiliation with HD Vest.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An inside look at how marginal income tax brackets work.
One way to find money is to examine your current spending habits and eliminate money wasters.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When to start? Should I continue to work? How can I maximize my benefit?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.