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Watch educational webinars from Bogart Wealth advisors

Interest Rates | Bogart Wealth’s Learning Series

Interest Rates

James Bogart April 21, 2025
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Women and Wealth: Financial Strategies for Women | Bogart Wealth’s Learning Series

Women and Wealth: Financial Strategies for Women

James Bogart March 28, 2025
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Benefits of a Financial Plan | Bogart Wealth’s Learning Series

Benefits of a Financial Plan

James Bogart March 21, 2025
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Estate Planning Basics | Bogart Wealth's Learning Series

Estate Planning Basics

James Bogart March 14, 2025
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Retirement Planning Timeline | Bogart Wealth's Learning Series

Retirement Planning Timeline

James Bogart February 27, 2025
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Net Unrealized Appreciation (NUA) & Post-Retirement Strategies

James Bogart February 21, 2025
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Interest Rates | Bogart Wealth’s Learning Series

Interest Rates

James Bogart January 17, 2025
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2024 Year End Planning | Bogart Wealth's Learning Series

2024 Year End Planning

James Bogart December 13, 2024
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Tax Planning for 2025 | Bogart Wealth's Learning Series

Tax Planning for 2025

James Bogart November 15, 2024
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Interest Rates | Bogart Wealth’s Learning Series

Interest Rates

James Bogart October 25, 2024
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Mega Backdoor Roth Strategies | Bogart Wealth’s Learning Series

Mega Backdoor Roth Strategies

James Bogart October 11, 2024
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Plan for the Unexpected | Bogart Wealth’s Learning Series

Plan for the Unexpected

James Bogart September 26, 2024
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LTC Planning | Bogart Wealth’s Learning Series

LTC Planning

James Bogart September 13, 2024
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Social Security | Bogart Wealth's Learning Series

Social Security

James Bogart August 29, 2024
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Are You Ready to Retire? | Bogart Wealth's Learning Series

Are You Ready to Retire?

James Bogart August 16, 2024
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Cash Flow Strategies | Bogart Wealth's Learning Series

Cash Flow Strategies

James Bogart July 26, 2024
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Interest Rates | Bogart Wealth's Learning Series

Interest Rates

James Bogart July 12, 2024
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Medicare Planning | Bogart Wealth's Learning Series

Medicare Planning

James Bogart June 28, 2024
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Roth Conversion Planning | Bogart Wealth's Learning Series

Roth Conversion Planning

James Bogart June 14, 2024
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what if retirement comes earlier | Bogart Wealth

What If Retirement Comes Earlier Than Expected?

James Bogart May 30, 2024
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ExxonMobil Retirement Process 2024 Update | Bogart Wealth's Learning Series

ExxonMobil Retirement Process 2024 Update

James Bogart May 30, 2024
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Financial Planning for College | Bogart Wealth's Learning Series

Financial Planning for College

James Bogart May 24, 2024
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Tax Optimization and Charitable Giving | Bogart Wealth's Learning Series

Tax Optimization and Charitable Giving

James Bogart May 13, 2024
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Creative Financing | Bogart Wealth's Learning Series

Creative Financing

James Bogart April 26, 2024
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Interest Rates | Bogart Wealth's Learning Series

Interest Rates

James Bogart April 12, 2024
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Estate Planning Basics | Bogart Wealth's Learning Series

Estate Planning Basics

James Bogart March 27, 2024
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Wealth Planning | Bogart Wealth Learning Series

Wealth Planning

James Bogart March 8, 2024
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Roth Conversion Planning | Bogart Wealth's Learning Series

Roth Conversion Planning

James Bogart February 16, 2024
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After-Tax Rollovers & The Mega Backdoor Roth | Bogart Wealth's Learning Series

After-Tax Rollovers & The Mega Backdoor Roth

James Bogart February 2, 2024
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Interest Rates | Bogart Wealth's Learning Series

Interest Rates

James Bogart January 19, 2024
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The Retirement Process (For Lockheed Martin Employees) | Bogart Wealth's Learning Series

The Retirement Process (For Lockheed Martin Employees)

James Bogart December 15, 2023
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Estate Planning Basics | Bogart Wealth's Learning Series

Estate Planning Basics

James Bogart November 15, 2023
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ExxonMobil Retirement Process – 2023 Update

James Bogart November 3, 2023
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Tax Optimization and Tax Planning

Christine Janaske October 20, 2023
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rule of 70 formula

Why Consider A Roth Conversion?

Mike Duffy October 9, 2023
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Net Unrealized Appreciation (NUA) & Post-Retirement Strategies

Mike Duffy September 6, 2023
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Mega Backdoor Roth & After-Tax Rollovers

Mike Duffy August 9, 2023
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an advisor explaining some 401k rules of thumb to a couple

NUA & Post-Retirement Strategies

Mike Duffy May 25, 2023
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy May 3, 2023
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roth conversion planning

Roth Conversion Planning

Mike Duffy April 27, 2023
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secure act 2.0

Secure Act 2.0: Retirement Planning Opportunities & Challenges

Mike Duffy April 18, 2023
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retired couple looking at their retirement plan

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy April 20, 2022
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why a retirement plan important

Retirement Income Planning

Mike Duffy March 23, 2022
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A couple enjoys life on a boat because they made a budget for retirement when they were younger.

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy February 23, 2022
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401(k) after retirement

Roth vs. Traditional IRA & 401(k)

Mike Duffy September 24, 2021
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Commingled Fund

Retirement Planning Timeline

Mike Duffy September 3, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart August 30, 2021
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Family looking at laptop researching final expense insurance

Mega Backdoor Roth & After-Tax Rollovers

James Bogart August 11, 2021
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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.

Social Security Insights & Planning

Mike Duffy August 5, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy July 22, 2021
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A woman asks about bequests and makes an estate plan with her wealth management advisor.

Retirement Income Planning June 2021

Mike Duffy July 1, 2021
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Financial planning Services Explained by Advisor

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart June 23, 2021
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Retired couple enjoying sunset

Retirement Income Planning 2021 05

James Bogart May 6, 2021
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Couple sitting on couch, stressed out over student loan debt

Roth vs. Traditional 401(k) & IRA April 2021

James Bogart April 28, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy April 22, 2021
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couple looking over a 401k; retirement plan. Rolling over a 401k

Retirement Planning Timeline

Mike Duffy March 31, 2021
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AmRescueAct | Bogart Wealth

American Rescue Plan Act of 2021

James Bogart March 24, 2021
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older couple asking estate planning questions

Long Term Care and LTC Insurance

Mike Duffy March 19, 2021
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Retirement advisor helping clients

Retirement Income Planning March 2021

Mike Duffy March 11, 2021
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older couple asking estate planning questions

Social Security Planning & Insights

James Bogart February 24, 2021
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Shot of a happy senior couple drinking champagne by the river

Retirement Planning Timeline

James Bogart February 19, 2021
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A stack of retirement account statements. Shot with shallow depth of field. 401k Mistake

After-Tax Rollovers & The Mega Backdoor Roth

James Bogart February 11, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy February 4, 2021
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Retirement advisor helping clients

Retirement Income Planning January 2021

James Bogart January 27, 2021
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Roth vs. Traditional 401(k) & IRA

Roth vs. Traditional 401(k) & IRA – Jan 2021

James Bogart January 20, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy January 7, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy December 4, 2020
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Retirees on a bike ride

Retirement Planning Timeline Nov 2020

James Bogart November 20, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart November 4, 2020
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Financial Advisor

Roth Conversions and 3 Reasons to Consider Them NOW!

James Bogart October 28, 2020
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Financial advisor discussing when to refinance a car

NUA & Post-Retirement Strategies

James Bogart October 22, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart October 7, 2020
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Retirement advisor helping clients

Retirement Incoming Planning

James Bogart September 30, 2020
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Retirees on a bike ride

Retirement Planning Timeline 09 2020

James Bogart September 23, 2020
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bogart pit stop

Mega Backdoor Roth Strategies

James Bogart September 16, 2020
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Senior couple sitting outside

How Do Discount Rates Affect My Pension Lump Sum?

James Bogart September 2, 2020
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Senior couple resting in a park after retiring

Social Security Planning and Strategies

James Bogart August 19, 2020
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Photo of a document that says retirement plan.

Retirement Income Planning

James Bogart July 30, 2020
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Younger couple getting NUA consulting

Retirement Planning Timeline

James Bogart July 24, 2020
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Roth vs. Traditional 401(k) & IRA

Roth vs. Traditional 401(k) & IRA

James Bogart July 15, 2020
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Chart of segmented interest rates

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart July 8, 2020
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Senior couple resting in a park after retiring

Is Long-Term Care (LTC) Insurance Right for Me?

James Bogart June 30, 2020
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A financial team meeting and looking at graphs working on Tax Optimization.

Retirement Income Planning

James Bogart June 5, 2020
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Cash and a 1040 tax form on a calendar

Tax Planning & Optimization

James Bogart May 27, 2020
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Chart

NUA & Post-Retirement Strategies

James Bogart May 19, 2020
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Roth vs. Traditional 401(k) & IRA

Roth vs. Traditional 401(k) & IRA

Mike Duffy May 13, 2020
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Couple standing on a beach

Can I Still Afford to Retire?

James Bogart May 6, 2020
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Chart of segmented interest rates

How Does the Interest Rate Environment Affect My Retirement?

James Bogart May 6, 2020
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The CARES Act: What You Need to Know

James Bogart May 6, 2020
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Why You Should Consider Roth Conversions NOW

James Bogart May 6, 2020
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A financial team meeting and looking at graphs working on Tax Optimization.

How Do I Generate Income in a Recessionary Environment?

James Bogart May 6, 2020
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The SECURE Act & Your Retirement Plan

James Bogart May 5, 2020
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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Registration as an investment adviser (RIA) does not imply a certain level of skill or training. 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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