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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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Bonds may outperform stocks one year only to have stocks rebound the next.
It's important to understand how inflation is reported and how it can affect investments.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.