SJ Boyle Wealth Planning

SJ Boyle Wealth Planning CFP® serving Upper Valley families since 1983. Retirement, investments, and legacy planning. 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 financi

al goals. We are skilled at coordinating all aspects of your financial lives. We work with all members of your family. Contact us for a complimentary meeting to see if our approach might work for you.

Your joints do more for you than you probably realize, until they start hurting. The good news? Experts say simple habit...
06/24/2026

Your joints do more for you than you probably realize, until they start hurting. The good news? Experts say simple habits like walking, strength training, stretching, and maintaining a healthy weight can go a long way toward protecting your mobility as you age.

One surprising takeaway: smaller doses of exercise may be one of the best things you can do for your joints and overall health.

Read the full article for 14 expert-backed tips to help keep your hips, knees, shoulders, and other joints healthy for years to come.

Life is much easier if you look after your hips, knees, elbows and shoulders – especially as you get older. Rheumatologists and orthopaedic surgeons explain how to work out, what to eat and how to talk to your doctor.

Stocks are heading into one of the most important periods of the year, and several key factors could influence market pe...
06/22/2026

Stocks are heading into one of the most important periods of the year, and several key factors could influence market performance in the weeks ahead. From record retail investor activity and quarter-end portfolio rebalancing to historically strong July seasonality, market dynamics are shifting as we enter the second half of 2026.

What could this mean for your portfolio? Read the full article to learn the three major trends experts are watching and why they believe the path for stocks may remain higher. 📈

The stock market is heading for a critical stretch of the year. Citadel Securities' top strategist flagged three things for investor to watch.

Thanks Dad….and Mom
06/22/2026

Thanks Dad….and Mom

Artificial intelligence is changing the way political campaigns communicate, and not always in ways that are easy to rec...
06/17/2026

Artificial intelligence is changing the way political campaigns communicate, and not always in ways that are easy to recognize. From AI-generated videos and altered images to increasingly realistic deepfakes, the technology is raising new concerns about misinformation and voter trust ahead of the midterm elections.

As AI tools become more powerful and accessible, knowing how to spot fact from fiction is more important than ever.

Read the full article to learn how AI is shaping today's political landscape and what it could mean for voters. 👇

A wave of fake videos and ads is fueling worries about misinformation.

Are you and your spouse making the most of your retirement savings opportunities? 🤔A recent study found that many marrie...
06/17/2026

Are you and your spouse making the most of your retirement savings opportunities? 🤔

A recent study found that many married couples miss out on valuable employer matching contributions simply because they don't coordinate their 401(k) savings strategies. The result? Potentially hundreds of dollars left on the table each year.

Small adjustments today could have a meaningful impact on your long-term retirement income. Read the article to learn how coordinating retirement contributions may help maximize your retirement nest egg.

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

If you earn tips, a new federal tax deduction could help lower your tax bill through 2028. Eligible workers may be able ...
06/16/2026

If you earn tips, a new federal tax deduction could help lower your tax bill through 2028. Eligible workers may be able to deduct up to $25,000 in qualified tip income, even if they take the standard deduction.

There are important eligibility requirements, income limits, reporting rules, and state tax considerations to understand before claiming the deduction.

Read the full article to learn who qualifies, how the deduction works, and what steps you should take to maximize this potential tax benefit.

Taxpayers can claim a federal tax deduction of up to $25,000 for qualified tips earned for tax years 2025-2028.

🚀 Elon Musk just became the world’s first trillionaire following SpaceX’s historic IPO - but is the company’s $2.1 trill...
06/15/2026

🚀 Elon Musk just became the world’s first trillionaire following SpaceX’s historic IPO - but is the company’s $2.1 trillion valuation justified?

This thought-provoking article explores the rise of SpaceX, the growing influence of AI, and the risks investors may be taking as Musk’s vision becomes increasingly tied to retirement accounts, mutual funds, and the broader market.

Whether you're fascinated by innovation or concerned about market valuations, this is a perspective worth reading.

Read the full article to learn more.

SpaceX is coming to a mutual fund or 401(k) near you.

06/15/2026

📉 When the market drops, most investors panic, but this is actually one of the best times to consider a Roth conversion.

In this video, I break down exactly how converting during a downturn can allow you to pay taxes on a lower account value today, then potentially watch all that recovery growth happen completely tax-free in the future💰.

Thinking about a Roth conversion? Drop your questions in the comments below 👇

Sports have always brought people together, but are they becoming too expensive for the average fan?From rising ticket p...
06/11/2026

Sports have always brought people together, but are they becoming too expensive for the average fan?

From rising ticket prices and premium stadium experiences to the growing number of streaming subscriptions needed just to watch your favorite teams, the cost of being a sports fan continues to climb. This article explores how leagues are balancing profits with accessibility and what it could mean for the future of sports fandom.

Read the full article to learn why some experts believe sports are becoming a luxury good and what that means for fans everywhere.

This is the way sports are supposed to feel — exhilarating, nerve-racking, occasionally heartbreaking. The World Cup is here. The NBA playoffs have been thrilling. Baseball season is in full swing. The stakes feel extremely high, but in reality, it's all rather inconsequential. Most fans know that...

Many adult children find themselves helping aging parents manage finances, often after a health event or unexpected cris...
06/10/2026

Many adult children find themselves helping aging parents manage finances, often after a health event or unexpected crisis. The challenge is not just understanding accounts, budgets, and estate plans. It is also having conversations that preserve dignity, independence, and trust.

This article outlines a practical 5-point checklist covering financial organization, account access, powers of attorney, and estate planning. Whether you're currently supporting aging parents or planning ahead, these insights can help families navigate an important transition with greater confidence.

Read the full article for valuable guidance and key takeaways.

“Lead with love, not logistics.” When it comes to helping aging parents with money, your mindset can make all the difference.

Address

45 Lyme Road Suite 204A
Hanover, NH
03755

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16032779953

Alerts

Be the first to know and let us send you an email when SJ Boyle Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to SJ Boyle Wealth Planning:

Share