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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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding the economy's cycles can help put current business conditions in better perspective.
An increasing number have been developed to help individuals with their personal finances.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
$1 million in a diversified portfolio could help finance part of your retirement.
There are things you can do to keep yourself safe when you lose your wallet.
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.