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  • Education Planning
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  • Investment Management
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All
  • All
  • Education Planning
  • Interest Rate Updates
  • Investment Management
  • Retirement Planning
  • Tax Optimization
Global Economy Investment Management

Geopolitical Tension: Impact on Oil Prices & Economy?

Now that the United States is less dependent on foreign oil, domestic fuel prices might prove to be less sensitive to geopolitical events than they were in the past. Even so, oil prices will likely continue to fluctuate as events unfold, and a serious escalation in the conflict could cause a spike that might have broader implications for the economy and investors.

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UnderstandingRisk Retirement Planning

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined.

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Identity Theft_Fingerprint_Keyboard_v2 Investment Management

How to Protect Yourself Against Identity Theft

Massive computer hacks and data breaches are now common occurrences — an …

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asphalt-clouds-cloudy-764293 Retirement Planning

5 Retirement Lessons from Today’s Retirees

Just 42% of survey respondents have tried to determine a total retirement savings goal, and less than one-third have tried to calculate how much they may need for medical expenses. Of those who have calculated a total savings goal, 34% have found they will need $1 million or more to retire comfortably.

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Retirement Health Care - HSA Retirement Planning

Hidden Gem: HSAs in Retirement

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA).

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accounting-analytics-balance-209224 Tax Optimization

Have You Reviewed Your Tax Withholding?

Preliminary 2018 tax filing data seems to show the need for taxpayers to review their withholding in order to make sure the appropriate amount of tax is being withheld from their paychecks to reflect recent tax law changes.

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401k Plan Retirement Planning

How Does Your Employer’s Plan Compare?

How does your plan compare to the most recent survey results, released at the end of 2018?

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Estimating_Your_Retirement_Income_Needs_603187300 Retirement Planning

Estimating Your Retirement Income Needs

That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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Corner of a Social Security card Retirement Planning

The Future of Social Security and Medicare

Most Americans will eventually receive Social Security and Medicare benefits. Each year, …

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Interest Rates_2 Interest Rate Updates

Interest Rates Outlook – Q3 2019

The argument for lower rates has regained strength. The U.S. 10-year Treasury …

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Interest Rates_2 Interest Rate Updates

Interest Rates Outlook – Q2 2019

The U.S. Federal Reserve (FED) and bond traders have been at odds …

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Financial Planning Education Planning

Retire with Confidence – Have a Plan

As you near your ideal retirement age – even within a decade …

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guy on boat with a kid Education Planning

Your Child & Self-Worth

As a parent, teaching your children certain values can be a difficult …

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Guy standing looking at a chalk board Education Planning

Opportunities in Volatile Markets

Many investors stress over the frequent ups and downs of the markets. …

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Guy with calculator and pencil Tax Optimization

Tax Season is Here Again, 9 Things to Keep in Mind

It’s February – only two months left to file your 2018 taxes. …

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Father and son fish looking at sunset Retirement Planning

Tax Time: Should You Fund a Roth IRA?

Tax time is upon us. During this time of year, many people …

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bogart pit stop Retirement Planning

Mega Backdoor Roth

How would you like to have tax-free income in retirement? Is your …

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bogart wealth PAS company Retirement Planning

In-Service Distribution

Does your 401(k) account have a limited investment selection? Are you fully …

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bogart key financial data Tax Optimization

Key Tax Data 2019

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Businessman texting in cafe Interest Rate Updates

Have you seen interest rates lately?

January 8, 2019 It could be argued that October of 2018 marked …

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Couple holding each other Tax Optimization

What Does the New Tax Law Mean for Me?

VA Tax Reform 2018

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Man holding a phone looking at discount rates Tax Optimization

Tax Reference Guide 2018

2018 Tax Reference Guide

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Silhouette of couple holding hands at sunset under veranda Retirement Planning

Retirement Timeline

120 to 90 Days Out Select 3 Key Dates: Last day on …

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people in house, one with a laptop Retirement Planning

Financial Planning Checklist

1) CHANGES Did you move? Did you sell any major assets? Did …

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