Retirement & Legacy Planning in Knoxville, TN | Financial, Investing, IR/401K | Brogan Financial

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At Brogan Financial

Old fashioned values, expert knowledge, genuine understanding.

Income Planning

Your life savings becomes much more important to you when you lose your earned income. Consequently, how you draw income from your life savings...
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Investing

The first type is rainy day money. When we are working and employed, we call this an emergency fund. In retirement, however, it is more rainy day money...
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Legacy Planning

If you own something, and you love somebody, you need a legacy plan. Many people think legacy planning is tax planning but there are many...
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IRA / 401k

The rules for distributions are complex and should all be factored in during the planning phase for retirement. There are a couple of key...
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Recent News

/ Read The Blog
01
FEB
2016

Don’t be emotional about investing

Last year was the most difficult to make money in the capital markets in 78 years, and 2016 is off to a very rocky...
27
JAN
2016

When to update your legal documents

How often should you update your legal documents — your wills, your power of attorney, your living will, your...

Our Services

  • Income Planning

    • Do you have an income plan?
    • Setting income amounts
    • Tax efficient income
    • Income in down markets
  • Investment

    • 3 types of money
    • Finding the right balance
    • The market during retirement
  • Legacy Planning

    • Do you need an estate plan?
    • Legacy planning 101
    • Trusts vs. wills
    • Legacy tax planning
  • Rescue your IRA / 401k

    • Planning for distributions
    • Naming beneficiaries
    • Disinherit Uncle Sam
    • Your tax time bomb