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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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A quick look at how federal income taxes work.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It's important to make sure your retirement strategy anticipates health-care expenses.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are three things to consider before dipping into retirement savings to pay for college.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.