Author name: Jason Jacobi

At Boyer Financial Services, we’re always looking for smart, strategic ways to help our clients maximize their wealth and reduce unnecessary tax burdens. One lesser-known—but highly effective—strategy we often discuss with business owners and high-income families is the Augusta Rule. Named after Augusta, Georgia—where homeowners rent out their properties each year during the Masters golf […]

At Boyer Financial, we understand the importance of maximizing your tax refund to enhance your financial well-being. As tax season approaches, it’s crucial to implement smart strategies to help you make the most of your financial situation. In this blog post, we’ll explore some effective tactics to consider as you confidently navigate the current tax

In an era where more people are venturing into entrepreneurship, creating businesses, and embracing side gigs for both passive income and as their main source of livelihood, the gig economy has emerged as a thriving ecosystem. This dynamic landscape offers freelancers and side hustlers opportunities to forge their own paths. At Boyer Financial Services, we

Amid life’s daily demands, letting our financial well-being slip into the background is easy. At Boyer Financial, we understand that regular financial check-ups are the foundation of a secure and thriving financial future. In this blog post, we’ll delve into the vital importance of these assessments and provide you with a guide tailored to the

As we usher in the new year, we invite you to embark on a transformative financial journey that aligns with our core principles—empowering futures and nurturing legacies. This blog is your roadmap to cultivating financial habits that secure your present and pave the way for a legacy that lasts. 1. Set Clear Financial Goals: Begin

As we approach the conclusion of another transformative year, taking a moment to fine-tune your financial strategy can set the stage for a successful journey into the New Year. At Boyer Financial Services, we advocate for proactive financial planning that empowers you to make informed decisions. Here’s a checklist covering key areas to review before

When it comes to managing your finances, it can be difficult to know where to start. With so many options available, it’s easy to become overwhelmed and unsure of what steps to take to reach your financial goals. This is where a CERTIFIED FINANCIAL PLANNER™ can come in handy. In this blog post, we will

Tax planning is a critical component of financial management that helps individuals and businesses optimize their tax strategy and maximize their savings. Effective tax planning requires a thorough understanding of tax laws and regulations, as well as a strategic approach to managing your income, expenses, investments, and other financial activities.   This blog post will