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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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
When considering life insurance, it's important to understand your options.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Is your estate in order? This short quiz may help you assess your overall strategy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Have you explored all of your choices when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?