Latest Articles
Explore insights on retirement planning, tax strategies, investing, and financial transitions, designed to help you approach financial decisions with greater understanding over time.
Empty Nest – Now What?
After decades of kids as the top priority, your nest is empty. It’s time to focus on yourself and your next phase of life. Becoming an empty nester is as much a change in your mindset as it is a change to your financial situation. How you spend the extra hours, weekends and money that were dedicated to your children and their obligations and hobbies is now up to you. Let’s look at the financial…
Gen Z: The Next Generation of Investors
Gen Z (born 1997 to 2013) is a generation of digital natives who were born into a world of technology. They have grown up with instant access to information through smartphones, social media, and the internet. As a result, they have a unique perspective on technology and its role in society. So, it is no surprise that Gen Z heavily relies on technology when it comes to finances and investments. They are attracted to the…
Social Security: 10 Things You Need to Know About Survivor Benefits
Did you know you are entitled to your spouse’s Social Security benefit when they pass away? At retirement, you might choose to collect either your own benefit or your spouse’s survivor benefit, whichever is higher. Many people don’t understand or know when to claim survivor benefits. The following are 10 key things spouses should know about Social Security survivor benefits. You are eligible to collect widow or widower benefits at age 60. If you are…
Three Emotions to Avoid and Three Ways to Protect Against Them When Investing
Emotion is one of the biggest enemies of successful investing. Managing your emotion in difficult and choppy markets can be hard. A 2018 study published in the Journal of Financial Planning found that investors who use a behavior modified approach to investing that removed emotion saw returns up to 23% higher over 10 years.1 Removing emotion means not making decisions based on the emotions we feel when the stock markets are going up and down….
6 Key Areas of Personal Finance Success
Whether you are deep into your career, nearing retirement, or already enjoying your golden years, there are some personal finance topics that are always relevant. Some aspects of your finances take the back seat, or are at the forefront depending on what phase of life you are in. When you are just starting out your career, you might focus on budgeting and saving. When you get ready to purchase your first home, budget and debt…
Jim Brogan joins NewsTalk 98.7 to Discuss Building Your Long-Term Wealth
Jim Brogan, President & Founder of Brogan Financial, joins Bob Yarbrough on NewsTalk 98.7 to discuss building your long-term wealth, tax restrictions surrounding retirement savings accounts, and break down why workers aren’t contributing to their 401(k)s.
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Required Roth Catch-Up Contributions: How SECURE 2.0 Affects High Earners Age 50+
Tax Planning Updates for 2026
Behavioral Finance vs. FOMO: How to Block Out Market Noise and Stick to Your Plan
Your neighbor just told you about a stock that doubled in six months. Your college roommate posted screenshots of cryptocurrency…
Retirement in a High-Interest Environment: Adjusting Withdrawal Strategies
The retirement playbook has changed dramatically. After years of scraping by on bonds paying next to nothing, retirees are now…
The Role of Personalized Planning in Effective Wealth and Investment Management
Smart Ways to Manage Year-End Bonuses and Extra Income
That year-end bonus notification just hit your bank account. You’re staring at extra money that wasn’t part of your regular…
