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 »
Understanding Millennial Financial Challenges With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation
Financial Advice for Millennials: 7 Strong Money Management Skills Read More »
Caring for aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their
5 Important Steps When Caring for Aging Parents Read More »
Today, James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the different pieces of your plan, who all is involved, and why you should start thinking about your estate plan now.
Financial Advisor Daniel Evans, CFP® from Bogart Wealth’s The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices. ADDITIONAL DISCLOSURE INFORMATION: Past performance is no guarantee of future results. Specific stocks mentioned during this episode are intended to help
Investor Behaviors Read More »
Dividing an inheritance fairly requires balancing equal financial splits with individual circumstances, family dynamics, and the unique needs of each heir. Fair distribution doesn’t always mean equal distribution—factors like caregiving contributions, financial need, lifetime gifts, and asset types all play a role in creating an equitable inheritance plan that preserves family harmony. Deciding how to
How to Divide Inheritance: Fair vs Equal Distribution Read More »
Choosing the right financial advisor is a crucial step in securing your financial future. With so many options available, understanding what to look for in an advisor and evaluating their qualifications and expertise is essential. In this discussion, James Bogart and Jung Seh share key insights on different types of financial advisors, the advantages of working with fee-only professionals,
Watch: How to Choose the Right Financial Advisor for You Read More »
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