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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's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.