Offering comprehensive financial services means more to us than a list of products. It means ensuring that our clients enjoy total financial wellness. From personal retirement, insurance, investing, estate planning, tax planning and preparation, to business tax preparation, planning, and investing . . . we offer a one-stop shopping approach to handle all of your needs.
It means coming to a deep understanding of your goals, developing an appreciation of your lifestyle, and demonstrating an honest desire to help you get where you want to go. It is the result of relationships built on trust, as well as a commitment to provide assistance on a long-term basis.
This is the philosophy behind the services offered by G. P. Boyle & Associates, PC. It is the driving force behind your financial success, as well as our own.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, tax, insurance, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Investment and financial planning services are offered by George P. Boyle, Jr. through his affiliation with HD Vest.
Required Reading: The Economic Report of the President
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Try these activities to keep your brain sharp.
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Probate can be a completely public process, or it can be managed to include as little information as possible.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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There are some key concepts to understand when investing for retirement
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$1 million in a diversified portfolio could help finance part of your retirement.
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