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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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
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 assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
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
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What are your options for investing in emerging markets?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.