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Senior Market Advisor

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Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services. Download your free copy today.

11
FEB
2016
Roth vs Traditional 401k IRA

Should you fund a Roth or traditional IRA/401k

Should you be funding a Roth 401(k) or a traditional 401(k) or a Roth IRA? There are differences between traditional and Roth accounts. A Roth account allows you to pay the tax now before you fund it so it’s tax free in retirement. A traditional IRA or 401k works the exact...
10
FEB
2016
7 Keys to Investment Success

Plan for long-term investment success

Many of you are concerned about the marketplace today. It’s no secret what’s been going on with the stock market. It’s down about 8 percent year-to-date with the S&P 500. So what do you need to be doing to have long-term investment success with your money? I have published a...
09
FEB
2016
Monica Franklin

Interview: Elder law attorney Monica Franklin

There are 10,000 people turning 65 every day and going on Medicare. That rate is expected to continue until 2029, according to the U.S. Census Bureau. About 70 percent of them can expect to use some kind of long-term care during their lives. As Baby Boomers age, the issues...
01
FEB
2016
Don’t be emotional about investing

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 start, as both the S&P 500 and the Dow Jones industrial average are down more than 8 percent. You may be surprised when I say that 2015 was such a poor year....
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 living trust if you have one? My rule of thumb is every five years you need to be pulling out those documents and looking at them. Some attorneys would say every...
21
JAN
2016
NicholasSpehar

Thank you for your support

I want to thank everyone who supported me in the Tampa Bay Frogman. All of your thoughts, prayers and well wishes are greatly appreciated. This tremendous event benefits the Navy SEAL Foundation. I found out the night before the swim that it was being canceled due to weather. A...
14
JAN
2016
Knoxville News Sentinel

Navy SEAL swim gets KNS coverage

The Knoxville News Sentinel published today a great article on my efforts to support the Navy SEALS. On Jan. 17, I will be swimming in honor of former Navy SEAL Nicholas Spehar, who was killed in Afghanistan in 2001. He was part of the elite SEAL Team Six. Read more about Mr....
13
JAN
2016
WBIR - Ways to Invest Money in 2016

Ways to invest money in 2016

Looking back at 2015, it was the most difficult year in the last 78 years to make money, and 2016 is off to a rocky start. In an interview with WBIR news anchor Russell Biven, I share why it was so bad, as well as some tips you should consider as you invest this year.