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.
Phil Williams and Jim Brogan on Current Economic Trends Part 2
Jim Brogan joins The Phil Show on NewsTalk 98.7 where breaks down potential effects inflation could have on your financial plan, and how to plan ahead for this. Click the play button below to listen!
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Examining the Future of Social Security, Medicare, and Your Taxes
The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year earlier than they reported last year, and the pandemic is to blame. Less was collected in payroll taxes when unemployment was high, and more people claimed benefits. Although this information may seem like a death sentence for the program, the truth regarding the future of Social Security,…
How Would You Handle a Retirement Curveball?
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It can be much harder for someone over 50 to find a new job and particularly hard to find a job…
Three Eroding Forces on Your Retirement Savings
Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs are three eroding forces on your retirement savings. 1. Taxes Could Affect Your Bottom Line Retirees of previous generations may…
Hallerin Hilton Hill Interviews Jim Brogan on Protecting Your Assets Against Inflation
Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss strategies for protecting and investing against inflation, as well as the potential long-term effects inflation could have on consumer prices. Click the play button below to listen!
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What’s Your 401(k) Game Plan?
If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company stock in your 401(k). There are many options, and the right one depends on your age, retirement goals, and overall financial situation. Here’s what to consider. You Can Roll Over Your 401(k) Into an IRA…
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…
