Boyer Financial Planning

07/16/2026

📊 We're halfway through 2026, and investors have already faced a year of policy shifts, global developments, changing interest rate expectations, and rapid advances in AI. LPL Research's Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks explores the key economic and market trends shaping the second half of the year and what they could mean for investors. Questions? Reach out to us for insights tailored to your financial goals.

The first half of 2026 was marked by significant market challenges, including a leadership change at the Federal Reserve, geopolitical tensions in the Middle East, and a surge in technology spending, yet stocks, economic growth, and corporate earnings remained remarkably resilient. Looking ahead, LP...

07/15/2026

Summer can be full of fun—but expenses can add up quickly. A little planning can help you enjoy the season without overspending.
Balance today’s enjoyment with tomorrow’s goals. Stay mindful and stay on track.

07/08/2026

We’re halfway through the year—now’s a great time to check in. A mid-year review can help you stay on track and make adjustments.
Small changes now can lead to better outcomes later. Let’s take a look at your progress.

07/03/2026

Happy 4th of July! Our office and the markets are closed today. Ally hopes you all have a safe and fun celebration with family and friends.

07/02/2026

Thank you to the organizers, volunteers, sponsors, and everyone who helped make the 4th Annual Somerset Football Golf Scramble a great success. We are proud to support local student-athletes and be part of an event that brings our community together!
Pictured on the course are Ben and Jon Flower, along with Mike and Bill, proudly representing our team. ⛳🏈

07/01/2026

Mike and Bill recently attended the Simplicity Insurance Summit in Minneapolis! They gained valuable insights and learned new strategies to better serve our clients—especially when it comes to life insurance solutions… they also enjoyed some well-deserved fun by catching a baseball game while they were in town ⚾️
We’re excited to bring this knowledge back and continue delivering the best for our clients!

07/01/2026

Starting strong financially doesn’t require perfection—just consistency.

Simple habits early on can make a big difference over time.
The key is getting started.

Know a graduate? Share this with them.

06/30/2026

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

06/29/2026

Today we celebrated Jacqi’s birthday—wishing you the happiest year ahead! 🎉🎂

06/25/2026

Mike was at the Wharton School of Business last week for LPL’s Business Leaders Forum in Philadelphia—always great to see that kind of focus on learning and growth at a world-class program like Wharton.