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Plan With Boyer

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Plan With Boyer

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Helping individuals and families plan for a financially-secure retirement.

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing economic

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

As you get closer to retirement, you probably start wondering what you should be doing with the assets you've saved up. You've accumulated a meaningful sum, but how do you put it to work so you can maintain

08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your stage of life. For members of Gen X who are in their peak earning years and steadily approaching

08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement means weighing several risks at once, but perhaps none is as subtle or pervasive as inflation. While market volatility often captures the headlines, inflation acts as a constant, quieter force that can erode the purchasing power of the assets you worked for

08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is a good time to review financial habits and look closely at long-term retirement plans. If you're one of the millions of Americans

Address

175 W Gay Avenue, Suite 11
York, PA
17401

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17862181205

Website

https://planwithboyer.rcplanners.com/

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