Bogart Wealth Guides:

Expertly crafted guides to inform and advise on the latest news and topics. 

For many teens, summer jobs are a rite of passage. For parents, summer jobs can help you teach your child about the value of hard work. Now that your child is earning income, you have an opportunity to introduce several key concepts to them, including saving, investing, and the power of compounding. In this Special Guide from Bogart Wealth, we share steps to take to help your child establish healthy financial habits and get a head start on retirement savings…while still enjoying that first summer job. Find out more by clicking the link below.

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Well, it’s time. It seems like just yesterday they were learning to walk and now it’s off to college! There is a lot to consider, from 529s to taxes and even insurance. In this Special Guide from Bogart Wealth on College Planning 101, discover a collection of articles and resources that we hope you find helpful as you start the college journey, including info on timelines, applying for financial aid, 529 plans, college inflation rates, managing expenses, tax credits, and more. Find out more by clicking the link below.

Finding yourself newly single tends to come with numerous financial and emotional hurdles.
Getting a handle on the financial side of things can help create time and space to deal with the other hurdles you may encounter during this challenging period. This checklist can help you get organized as you shift toward solo financial independence. Find out more by clicking the link below.

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When you lose a loved one, logistics and money management are rarely top of mind. And yet, the decisions we make following a death may have wide-reaching consequences.
While advanced planning can help, survivors are often left juggling affairs. This checklist can help you keep things straight so you can focus your energy on more important matters. Find out more by clicking the link below.

At the close of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of year-end appropriations. The law Congress passed at the end of 2022 is the 2.0 version, which makes significant changes intended to affect how Americans save for retirement. The changes are broad and different sections are designed to help different groups of people. To provide the most helpful context and advice, we break SECURE 2.0 down by topic, and for each topic, we’ll dive into that area of financial planning so you can understand why these changes matter. Find out more by clicking the link below.

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If you’re retired, inflation can be one of the scariest words in English. The nest egg you build so carefully to be “enough” may no longer be. In this white paper, we dive into what inflation really is and what’s been happening with the price of goods and services in the wake of COVID-19. We’ll also cover how the Federal Reserve fights inflation – namely, with interest rates – and how those changes in rates can spill over into the markets and economy. Finally, we’ll recap some of the opportunities that might arise as a result of all of this and how we as a firm can start to manage inflation and interest rate risk on behalf of clients. Find out more by clicking the link below.

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