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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 investment advisors have a drive to succeed and a license to sell a product or service, in our opinion they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Simple steps may help you foil hackers and protect your privacy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Gaining a better understanding of municipal bonds makes more sense than ever.
As our nation ages, many Americans are turning their attention to caring for aging parents.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”