insights
- All
- Advisors & Planners
- Education Planning
- Estate Planning
- Financial Planning
- Interest Rate Updates
- Investment Management
- Market Commentary
- Retirement Planning
- Tax Optimization
- All
- Advisors & Planners
- Education Planning
- Estate Planning
- Financial Planning
- Interest Rate Updates
- Investment Management
- Market Commentary
- Retirement Planning
- Tax Optimization
Understanding the New Trump Accounts
With the enactment of the One Big Beautiful Bill Act in July ...
Read → 
Financial Planning Considerations When Facing a Layoff
A layoff is one of the most jarring life events someone can ...
Read → 
How to Change Financial Advisors: A Clear Guide to Making the Switch
For professionals who have spent years building their careers and growing their ...
Read → 
How the One Big Beautiful Bill Act Will Impact Your Financial Planning for 2025 and Beyond
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was ...
Read → 
Durable Power of Attorney: Protecting Your Property against Incapacity
What Is a Durable Power of Attorney? A durable power of attorney ...
Read → 
Understanding Probate
When you die, you leave behind your estate. Your estate consists of ...
Read → 
Understanding Irrevocable Life Insurance Trusts: A Tool for Estate Planning
One of the main reasons we buy life insurance is so that ...
Read → 
How to Organize Your Finances in 4 Simple Steps
Over time, important physical and digital documents tend to accumulate. If you ...
Read → 
What are Defined Benefit Plans? Manage Your Retirement Savings
You may be counting on funds from a defined benefit plan to ...
Read → IS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.