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What is a fiduciary advisor?

September 8, 2023 Advisors & Planners
By now, many Americans know to ask whether their financial advisor is ...
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What Are Options?

September 1, 2023 Financial Planning
Options and other derivative investments can feel like they belong to an ...
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Writing a Will

August 25, 2023 Estate Planning
A will is a legal guide for how to handle your property ...
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A couple making a plans for Retirement with an advisor

ExxonMobil Pension Options for Non-Retirees

August 11, 2023 Retirement Planning
ExxonMobilpension options for individuals who separate from service prior to reaching retirement eligibility are not as well understood as for those who have a normal ...
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The Bogart Wealth Guide to Estate Planning

August 4, 2023 Estate Planning
Estate plans may be one of the most misunderstood areas of financial ...
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An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.

ExxonMobil Pension Plan Changes (Effective January 1, 2024)

July 27, 2023 Retirement Planning
ExxonMobil quietly announced changes to the pension payment choices; removing some of the least used choices.  Less choice can be unsettling; so, clients have been ...
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retirement planning timeline

Optimizing Your Retirement Planning Timeline for Success

July 19, 2023 Retirement Planning
Maximize your future with our guide on optimizing your retirement planning timeline, covering investments, contributions and strategic planning.
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Understanding Secure Act 2.0 Retirement Planning Provisions

July 17, 2023 Retirement Planning
Explore the key provisions of Secure Act 2.0 Retirement Planning, including RMDs, Roth changes, catch-up contributions and emergency savings options.
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mega backdoor roth strategies

Mega Backdoor Roth Strategies for Retirement

July 15, 2023 Retirement Planning
Explore Mega Backdoor Roth Strategies to maximize retirement savings, with tax benefits and examples for effective financial planning.
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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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