Premiere Retirement Planning
Register For Our Seminars
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 to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When considering life insurance, it's important to understand your options.
Here's a breakdown of how the federal government spends your tax money.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.