Many of us have never thought beyond the vague notion we’ve held during most of our working lives: that retirement — if properly planned for — will be something of an extended vacation, a reward for a lifetime of hard work. Retirement may be just that… for the first few weeks or months.
Transitioning Into Retirement Read More »
The first step is to become informed about the different types of fees and expenses charged by your plan, and the way they are allocated to plan participants.
Many investors focus on nominal return or the percentage increase or decrease in the value of an investment over a given period of time. Usually, this is expressed as an annual return. Total return factors interest payments and dividends as well as percent change in the value of the investment. However, investors hoping to achieve
What’s the Real Return on Your Investments? Read More »
Choosing a financial advisor can feel stressful. In many ways, you entrust your financial advisor with more than money—you’re trusting them to help you achieve your financial goals and keep you on track. Beyond that, you’re sharing personal details about your life and family. The most important criteria for choosing a financial advisor is trust.
Why Work With Bogart Wealth? Read More »
Life Insurance comes in many varieties, from relatively simple term policies to more complex whole or permanent policies. Some of these permanent policies include a cash value component. With cash value, a portion of your life insurance policy is invested and may accrue interest over time. Depending on the terms of your policy, you may
Life Insurance: What is Cash Value? Read More »
The first thing to know about NUA—even before knowing what the initials stand for—is that it is a tax trick for reducing the tax you pay in retirement. While it does not work for everyone, it can be particularly useful for ExxonMobil retirees. NUA stands for “Net Unrealized Appreciation”. If that means nothing at all
How to Think about NUA Read More »
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