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 build 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.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
It's important to understand how inflation is reported and how it can affect investments.
Investors who put off important investment decisions may face potential consequence to their future financial security.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.