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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning
  • Tax Optimization
1040 individual income tax return blank with credit card on dollar bills and pen on calendar page t20 drlzVl | Bogart Wealth Tax Optimization

Federal Income Tax Filing Due Date Approaches

The due date for federal income tax returns and payments is Wednesday, July 15, 2020. No interest, penalties, or additions to tax are incurred by taxpayers during this 90-day relief period.

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Layer 4 | Bogart Wealth Education Planning

The ABCs of Finance: Teaching Kids About Money

It’s never too soon to start teaching kids about money. You can teach some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions

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senior couple 2 | Bogart Wealth Retirement Planning

ExxonMobil Discount Rates: Your Pension Benefit Commencement Date (BCD)

One major decision for ExxonMobil households is whether to take their pension lump sum or pension annuity and determining their pension benefits commencement date.

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finance planning office work smartphone phone calculate teamwork office computer technology people t20 WQzjPg 1 | Bogart Wealth Investment Management

Portfolio Performance: Choose Your Benchmarks Wisely

These indexes are useful tools for tracking stock market trends; however, some investors mistakenly think of them as benchmarks for the performance of their own portfolios

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Identity Theft Fingerprint Keyboard v2 2 e1567001706684 | Bogart Wealth Planning

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

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6 1 | Bogart Wealth Retirement Planning

Medicaid May Pay You as a Family Caregiver

According to the Department of Health and Human Services, about 80% of care at home is provided by unpaid caregivers and may include an array of emotional, financial, nursing, social, homemaking, and other services.

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2 | Bogart Wealth Retirement Planning

Social Security & Medicare Face Financial Challenges

Based on the “intermediate” assumptions in this year’s report, the Social Security Administration is projecting that the cost-of-living adjustment (COLA), which will be announced in the fall of 2020, will be 2.3%

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Brian Bogart Headshot | Bogart Wealth About Us

A Personal Note from Brian Bogart

I want to express my heartfelt gratitude for placing your trust and confidence in me over the years.

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tax strategies Tax Optimization

6 Smart Tax Strategies to Know in 2020

As the economy cycles, tax rates fluctuate, and major events impact the market, the importance of managing your tax burden as you make investment decisions …

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financial advisor Tax Optimization

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 …

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tax planning vs tax optimization Tax Optimization

Tax Planning vs. Tax Optimization (Key Differences)

Building wealth and protecting assets require a clear financial plan that evaluates your current financial situation and predicts what your future finances might look like …

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401k mistakes Retirement Planning

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 …

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Deadline Photo e1589475734735 | Bogart Wealth Tax Optimization

Coronavirus Affects Federal, State & Local Deadlines

Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic. Here are just a few of the deadlines that have …

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Oil Gas 1 e1589390424359 | Bogart Wealth Investment Management

Too Much Oil with Nowhere to Go

On April 20, 2020, the price of a futures contract for West Texas Intermediate crude — the benchmark for U.S. oil prices — fell below …

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Mid YearFinances 2020 e1589206707309 | Bogart Wealth Retirement Planning

Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the …

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adventure asphalt clouds 416974 e1589206190697 | Bogart Wealth Retirement Planning

Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth …

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Cellphone Stock Trade e1588721864407 | Bogart Wealth Investment Management

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 …

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accounting blur button 1028726 1 scaled e1588704746595 | Bogart Wealth Investment Management

How Long Should You Keep Financial Records?

Once tax season is over, you may want to file your most recent records and discard older records to make room for the new ones. …

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asphalt clouds cloudy 764293 scaled e1588704062679 | Bogart Wealth Retirement Planning

Managing Your Workplace Retirement Plans

About 80 million Americans actively participate in employer-sponsored defined contribution plans such as 401(k), 403(b), and 457(b) plans.1 If you are among this group, you’ve taken …

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Investing 1 | Bogart Wealth Investment Management

Keeping Cool: Investment Strategy vs. Reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase …

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Stay at Home Spouse Consider a Spousal IRA | Bogart Wealth Retirement Planning

Stay-at-Home Spouse? Consider a Spousal IRA

An ongoing study of IRA accounts has consistently found that women, on average, have lower retirement savings balances than men (see chart). Though there may …

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LastWill | Bogart Wealth Estate Planning

Will vs. Trust: Know the Difference

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences …

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dollar backnote | Bogart Wealth Investment Management

Coping with Market Volatility: Cash Can Help Manage Your Mindset

Consider how a cash position could enhance your ability to make thoughtful investment decisions. Holding an appropriate amount of cash in a portfolio can be …

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US Capitol1 | Bogart Wealth Retirement Planning

Five Key Benefits of the CARES Act

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. The …

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