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June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

Annuity Awareness Month: Helping Bridge the Social Security Gap June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association for

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

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This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

Celebrating 529 Day: A Look at Education Savings May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

https://planwithboyer.rcplanners.com/champion-your-health-empowering-older-americans/

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Horsepower vs Speed: Understanding Risk Capacity and Risk Tolerance Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

If you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. Let’s take a look at how a true long-term tax strategy goes beyond the annual filing ritual and how the components of a comprehensive strategy fit together in this week’s blog:

Components of Long-Term Tax Strategy Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true long-term

If you’re interested in new ways to provide for your children's long-term financial goals, you might want to check out the new Trump accounts available for those under 18 starting this year. Check out our blog to learn more about this new investment opportunity:

Trump Accounts: Building Wealth for the Next Generation   As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but

We’re wrapping up our exploration of credit, and this week we’re tackling debt. We’ll take a look at how debt is different from credit, how they work together, and how they may affect your current financial situation.

Debt, Credit, and Honoring the Favor What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. Credit is seen as a financial tool, and a good credit score