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Life at Bogart

Who We Are
Who We Serve
Retirement Planning
Our Services
Resources
Contact Us
Life at Bogart

Client Login

About the Firm

How the One Big Beautiful Bill Act Will Impact Your Financial Planning for 2025 and Beyond

Social Security | Ep. 31 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Real Estate as Part of a Diversified Portfolio

Avoiding Bad Financial Advice on the Internet

Saving Outside of Retirement Accounts

Politics and Wealth | Ep. 27 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Politics and Wealth: Navigate Uncertainty with Confidence

Backdoor Roth | Ep. 26 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Retirement Strategies: Tax Planning

Retirement Strategies: Withdrawal

The Financial Planning Process at Bogart Wealth

2025 Strategy and Planning Outlook

2024 Year End Planning | Ep. 20 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Durable Power of Attorney: What It Is, How It Works, and Why You Need One in 2026

Retirement Cash Flow Planning | Ep. 17 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Retirement Cash Flow Planning: How to Approach It Strategically

Today's Housing Market | Ep. 16 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Understanding Irrevocable Life Insurance Trusts: A Tool for Estate Planning

Common Retirement Mistakes | Ep. 13 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Are You Ready if Retirement Comes Early

How to Organize Your Finances in 4 Simple Steps

Having a Succession Plan for Your Advisor

How to Not be a Burden on Your Kids

A guide to understanding defined benefit plans

What are Defined Benefit Plans? Manage Your Retirement Savings

Restricted Stock Units | Ep. 9 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Financial Advice for Millennials: 7 Strong Money Management Skills

Daughter caring for aging parents by starting the conversation on their upcoming needs

5 Important Steps When Caring for Aging Parents

Estate Planning

$Investor Behaviors \ Ep. 6 | THE BOGART EFFECT: A Wealthy Wisdom Podcast$

How to Divide Inheritance: Fair vs Equal Distribution

How to Find the Right Advisor for You | Ep. 5 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Watch: How to Choose the Right Financial Advisor for You

Thinking About Saving as Gen Z

The Family Conversation | Ep. 3 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

NUA Strategy: The Complete Guide to Net Unrealized Appreciation Tax Savings (2026)

Mega Backdoor Roth: Complete Guide to Maximize Your Retirement Savings

What Is a Fiduciary Financial Advisor? Definition, Cost, and How to Find One (2026)

Close-up of a stock market chart on a screen, representing options trading analysis

What Are Options? How They Work and How to Use Them in Your Investment Strategy

Person writing a will in a notebook with a smartphone and coffee on the desk

How to Write a Will: Essential Steps for Estate Planning

Roth vs Traditional IRA: Which Is Right for You?

Couple meeting with a financial advisor to discuss ExxonMobil pension options

ExxonMobil Pension Options for Non-Retirees

The Bogart Wealth Guide to Estate Planning

ExxonMobil Pension Plan Changes as of January 1, 2024

About the ExxonMobil Pension Plan

Optimizing Your Retirement Planning Timeline for Success

Understanding Secure Act 2.0 Retirement Planning Provisions

Mega Backdoor Roth Strategies for Retirement

Effective Roth Conversion Planning with Bogart Wealth

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Services

Financial Planning Services
Investment Management
Tax Preparation, Optimization & Planning
Retirement Planning
Estate Planning
Multi-Generational Planning
Cash Flow Planning
Net Unrealized Appreciation (NUA)
Risk Management & Insurance Review
Real Estate Investments

Financial Planning Services
Investment Management
Tax Preparation, Optimization & Planning
Retirement Planning
Estate Planning
Multi-Generational Planning
Cash Flow Planning
Net Unrealized Appreciation (NUA)
Risk Management & Insurance Review
Real Estate Investments

Resources

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Insights
Market Commentary
Special Guides
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Contact Us
Client Login
Important Disclosure Information
Form CRS
Form ADV

Who We Are

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Join Our Team: Apply Here

Team
Why Bogart?
What is a Fiduciary?
Awards
Community
Life at Bogart
Careers
Join Our Team: Apply Here

Who We Serve

Retirees
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Retirees
Families & Individuals
Entrepreneurs
Energy Sector Employees
Technology Sector Employees
Government Contractor Employees

(800) 377-3465

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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Registration as an investment adviser (RIA) does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

McLean, VA | Houston, TX | The Woodlands, TX