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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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A quick look at how federal income taxes work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Calculating your potential Social Security benefit is a three-step process.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are you ready for retirement? Here are five words you should consider.
A quick history of the Federal Reserve and overview of what it does.