On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Patrick Marcinko, CFP®, to define risk and how it plays a part in the investment and financial planning choices you can make. ADDITIONAL DISCLOSURE INFORMATION:Past performance is no guarantee of future results. All investing involves risk, including the potential loss of […]
One of the main reasons we buy life insurance is so that when we die, our loved ones will have enough money to pay off our remaining debts and final expenses. We also purchase life insurance to provide for our loved ones’ future living expenses, at least for a while. That’s why it may seem
Understanding Irrevocable Life Insurance Trusts: A Tool for Estate Planning Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth’s Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning.
Common Retirement Mistakes Read More »
Today, James Bogart, CFP®, CHFC®, is joined by Leah Dwyer, CFP®, to discuss how to plan and be ready for retirement if it suddenly comes earlier than expected.
Are You Ready if Retirement Comes Early Read More »
Over time, important physical and digital documents tend to accumulate. If you don’t have things organized, you may have a hard time managing your day-to-day finances, accessing important documents, or keeping your information secure. Plus, keeping your affairs in order helps protect your loved ones in case of emergency. The following steps can help you
How to Organize Your Finances in 4 Simple Steps Read More »
Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to talk about the importance of having a succession plan in case your advisor changes.
Having a Succession Plan for Your Advisor Read More »
Financial Advisor Morgan Veth, CFP®, joins James Bogart, CFP®, CHFC® to discuss how a sound financial plan can lift the burdeno n your kids regarding financial, medical, and lifestyle decisions in your older age.
How to Not be a Burden on Your Kids Read More »
You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you understand the role a defined benefit plan might play in your retirement savings strategy, here’s
What are Defined Benefit Plans? Manage Your Retirement Savings Read More »
Financial Advisor Patrick Marcinko, CFP® joins James Bogart, CFP®, CHFC® to discuss the complex topic of Restricted Stock Units ad how they’re granted, vested, and ultimately impact you and your financial plan. ADDITIONAL DISCLOSURE INFORMATION:Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not been written or endorsed by ExxonMobil.
Restricted Stock Units Read More »
Financial Advisor Mike Camara, CFP® from our Woodlands, TX office joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory firm like Bogart Wealth can provide after clients retire. ADDITIONAL DISCLOSURE INFORMATION: Registration as an investment adviser (RIA) does not imply a certain level of skill or training.
Adding Value After Retirement Read More »
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