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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.