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Register For a Live Seminar
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, they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Couples may be able to head off many of the problems in a marriage that money can cause.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How long does a $20 bill last?
What can be learned from the savings rate?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?