Boyce & Associates Wealth Consulting Inc.

Planning for the future can feel overwhelming, but simple steps can make a big difference. Ever heard of a Transfer on Death (TOD) designation? It's a way to ensure your assets go directly to your loved ones, bypassing probate. Interested in learning more about how a TOD might fit into your overall #EstatePlan? Schedule an appointment today to discuss your specific needs!

Ever feel like your money is playing hide-and-seek? You're definitely not the only one! We've got 5 simple considerations to help you take control of your finances. Remember, small tweaks can make a HUGE difference. Check out the article to learn more! #PersonalFinances

CEO Eric Boyce, CFA summarizes his thoughts and observations on the current market and economic environment in a special Market Minutes segment… https://lnkd.in/gpkWugPZ

Imagine suddenly coming into a significant amount of money – lottery win, inheritance, successful startup. Exciting, right? But would you be ready? This article explores the surprising challenges of sudden wealth, from taxes and smart investments to the emotional rollercoaster it can bring. #EstatePlanning #SuddenWealth

This week, CEO Eric Boyce, CFA discusses: 1. expectations for growth and inflation both increasing for 2025 2. earnings transcripts show increase mention of inflation, tariffs - but also productivity gains from AI 3. labor market really appears stable at this point - firms are downplaying both hiring and layoffs (except in DC) 4. consumer sentiment remains ok, but may change.?50% of consumer spending comes from top 10% earners who have $1.3T in excess savings 5. peak impact of tariffs and DOGE likely 4Q - -0.5% to growth and +0.2% to inflation 6. regional Fed surveys reflect somewhat muted conditions with new exports expected to decline and uncertainty on the rise 7. S&P 500 and 10 year treasury yield positively correlated for the first time in a few months; 3m-10y yield curve back to inverted 8. growth v. value; international equity has weaker growth vs US, but much better valuations 9. bearish sentiment spikes at the individual investor level 10. graph on expected military spending by Europe next few years in the wake of the failed Trump/Zelenskyy meeting this past week https://lnkd.in/guw7PV79

Tax season doesn't stop just because you're retired! Understanding your #retirement income documents is key to avoiding surprises. Let's schedule a meeting if you need help with your retirement strategy! #TaxSeason

Natural disasters are the new normal. ?? Don't let your life insurance be a leaky umbrella in a downpour. ? Check your policy for disaster-related fine print, keep your documents high and dry, and talk to your financial professional! #LifeInsurance #NaturalDisasters

#RetirementPlanning feeling overwhelming? You're not alone. What if we told you even a 1% increase in your savings could make a real difference? It's called the "1% strategy," and it's all about small, manageable steps towards a more potentially secure future.

Your wedding is a beautiful milestone, but what about the life you’re building after? Finding the right balance between celebrating today and securing tomorrow is key. Let's talk! ???? #FinancialPlanning

Relying on just one paycheck can be risky. Recent federal job cuts remind us: financial preparedness is key. Are you ready for the unexpected? Let’s explore considerations to help strengthen your finances. #FinancialPlanning