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Be Prepared For Tax Policy To Swing Back

For business owners, professionals, and wealthy families, tax rules are about as favorable as they've been in decades, but the…

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The Most Important Financial News Of 2018

The most important financial news of 2018 was that Modern Portfolio Theory (MPT), the strategic underpinning of prudent investing, worked.…

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Whether you are just starting out, building or dividing assets we can help.

There are a few things I know. Today's families' financial lives feel more complicated than ever and many admit they have no idea how to plan for their financial independence. A large majority of retirees regret not beginning their planning earlier. They may have had good insurance, legal and tax advisors but most often these advisors don't work together. This lack of coordination has led to conflicts in achieving their financial goals. Let our comprehensive planning work for you. Contact us for a complimentary meeting to show you how.

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Financial Briefs

SJB Blog

If You Are Getting A Divorce The Clock Is Ticking!

While the new Republican tax legislation is called the Tax Cuts and Jobs Act (TCJA) there will be no tax cuts for folks divorcing in 2018 and the message is hurry up!

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Deconstructing Divorce

Act Now to Save 2019 Taxes on Your Investments Do you have investments outside of tax-advanta...


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Wheeler Professional Park
1 Oak Ridge Road
Building 3 Suite 2W
West Lebanon, NH 03784

Office: (603) 277-9953
Cell: (603) 667-0471

SJ Boyle Wealth Planning, LLC is a registered investment advisor in the state of New Hampshire. We work as a personal financial advisor to families in Hanover New Hampshire and Vermont helping them coordinate every aspect of their financial affairs including their educational, investment, retirement and estate planning. As a Registered Investment Advisor we work in a fiduciary capacity serving their best interests first!

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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