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  • All
  • About Us
  • Education Planning
  • Investment Management
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  • Retirement Planning
  • Tax Optimization
Letter from the IRS Tax Optimization

What to Do If You Get a Letter from the IRS

Taxpayers often panic when they receive a letter from the IRS, usually …

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A tax preparer consulting with client. Planning

Tax Preparation: Should You Hire a Tax Preparer?

If you have never hired a tax preparer to do your taxes, …

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Retirement advisor consulting some clients Retirement Planning

Planning for Retirement: Should You Hire a Retirement Advisor?

Many people underestimate the importance of a retirement advisor in personal financial …

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two older couples out hugging on a adventure Retirement Planning

What is Final Expense Insurance?

If you’re considering purchasing life insurance, you may have stumbled across the …

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Dollars on a keyboard Investment Management

No-load Mutual Funds

Mutual funds involve pooling multiple investors’ money into an investment product. Arguably, …

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Map of US to show Social Security Taxes by State Tax Optimization

Social Security Taxes by State

Social Security taxes seem like they should be straightforward, but the truth …

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Sign on a beach for retirement. To show you the tax implications of retiring abroad. Tax Optimization

Retiring Abroad Tax Implications

There are lots of reasons why somebody might want to retire in …

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Photo of a document that says retirement plan. Retirement Planning

5 Advantages of Rolling Over a 401k to an IRA

Rolling over a 401k and IRA plans are both designed to benefit …

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A wrapped present of stocks as gifts Planning

Can You Give Stocks as a Gift? Everything You Need to Know

Arguably, the best gift is one that keeps on giving, right? From …

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Paper that says mutual funds on a piece of paper with highlighter Investment Management

What to Know When Selling Your Position in a Mutual Fund

A mutual fund is an investment option that allows you and other …

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health care_cares act Planning

Health Care Spending Rules Under CARES Act

The amended rules under the Coronavirus Aid, Relief, and Economic Security (CARES) Act provide flexibility for health care spending related to the ongoing COVID-19 pandemic.

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Market_DOW_Paper_edited Investment Management

The Shape of the Economy: Recession & Recovery

A common definition of a recession is two or more quarters of negative growth in gross domestic product (GDP), and it’s clear that the current situation will meet that test.

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College_Debt_Costs Education Planning

The Changing College Landscape: Educational Planning

Parents of younger children may want to review their risk tolerance and time horizon for each child’s college fund. Parents who are using a 529 plan to save may have experienced one of the drawbacks of these plans in 2020.

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Financial advisor discussing when to refinance a car Planning

Pros and Cons of Refinancing a Car

When it comes to financial planning, rethinking your loans is always on the …

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business_woman_1 About Us

Form CRS: Financial Professional Relationship

Form CRS is designed to help you clearly understand the nature and cost of services you receive from your financial professional

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1040-individual-income-tax-return-blank-with-credit-card-on-dollar-bills-and-pen-on-calendar-page_t20_drlzVl 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 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 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) 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 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 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 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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Woman reducing her taxable income and enjoying it Tax Optimization

5 Proven Strategies To Help Reduce Your Income Taxes

The dread of tax time rolling around is something that we will …

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Brian-Bogart-Headshot 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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