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Mike Duffy

Identity Theft Fingerprint Keyboard v2 2 e1567001706684 | Bogart Wealth

Debit or Credit Card?

A debit card acts like a plastic check and draws directly from your checking account, whereas a credit card transaction is a loan that remains interest-free only if you pay your monthly bill

financial advisor

Why a Financial Advisor Should Review Your Tax Returns

Most people see taxes as something you work through with your accountant, not your financial advisor. After all, your accountant is the one who knows your tax needs, and your financial advisor is for help with investing, correct? In this case, showing your advisor your tax returns isn’t necessarily about that year’s taxes, but rather …

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401k mistakes

Avoid These 5 Common 401k Mistakes To Maximize Your Retirement

The benefits of a 401k workplace retirement plan are substantial, with tax breaks that effectively increase your potential return on investment while allowing you to plan for your future retirement. The average employee thinks about his or her 401k most on the first day on the job, making important choices quickly about automated allocations of …

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Cellphone Stock Trade e1588721864407 | Bogart Wealth

Coping with Market Volatility: Understand Your Biases

Understanding your biases may help you avoid questionable calls in the heat of the financial moment. When it comes to your finances, “go with your gut” might not be the wisest adage to follow. In fact, it may work against you, particularly in periods of market turbulence. Before jumping to conclusions about your finances, consider …

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