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When you attend one of Jeff Vogan’s financial workshops or educational seminars, you will be enlightened on topics that concern Americans today.
What We Can Do For You
While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them.
Who We Are
While many who call themselves financial consultants or financial advisors have a drive to succeed and a license to sell a product or service, they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Here's a breakdown of how the federal government spends your tax money.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”