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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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
An increasing number have been developed to help individuals with their personal finances.
When considering life insurance, it's important to understand your options.
To choose a plan, it’s important to ask yourself four key questions.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
What does your home really cost?
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that money?
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.