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.
Inflation Affects Your Finances, Even In Small Amounts
There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a pretty small number, and maybe you haven’t noticed a huge jump in the costs of the things you purchase every…
Understanding Your Savings Goal – How Much Do You Really Need to Retire?
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of retirement planning experience it can also be a tough question to answer. This article will hopefully give you some sense of where you might want to be headed in terms of answering this question and also get you up to speed on the classic retirement savings…
Jim Brogan joins NewsTalk 98.7 to Discuss Inflation and His Upcoming Class
Jim Brogan, President and founder of Brogan Financial, joins Phil Williams on NewsTalk 98.7 to discuss the impact of inflation, why you need to plan for income in retirement, and Jim's upcoming class! Click the play button below to listen!
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A Refresher on Estate Planning Basics
Estate planning is a big deal. It’s a way for us to leave what we’ve built over the course of our lives to our loved ones. Gifts of property and belongings can pass on a sense of family, care, and love and can help your loved ones financially. So, what is the first and most important thing to do when it comes to estate planning? This may seem obvious, but the first thing is to…
How to Achieve Financial Freedom
The difficult thing about the idea of “financial freedom” is that many people define it in a vague way. Most people think of it as not having to worry about money and being able to have the things they want without having to scrimp and save for them. But there are all sorts of things that cause worry in regard to our money: mortgage payments, credit card debt, or how much money is in our…
Unretiring
Retirement. Many have visions of what retirement looks like: travel, spending time with friends and family, or picking up new hobbies. You clock out that final time, celebrate and then retirement happens. You might jump for joy, donate all your suits, and never look back. However, many retirees might begin questioning whether retiring was the right decision for them. Whether due to financial pressures, lack of interest in the retirement lifestyle, or just missing the…
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…
