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Is a Roth IRA Conversion Right for Me?

How can prudent investors and those with retirement financial plans take advantage of opportunities like a dip in the market? Income taxes for most of us are the largest expense we will have in our lifetime. Reducing income taxation is a key part of a successful financial plan, especially in retirement. You have more control

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In Jim Brogan’s latest interview on The Bob Yarbrough Show on NewsTalk 98.7, Jim explains what black swan events are, how they and market volatility can affect your finances, the future of taxes, and much more! Click to listen!  

Things to Take Advantage of if You Delayed your 2019 Tax Filing Until July 2020

As part of its March 2020 coronavirus response, the federal government gave tax filers 90 extra days to pay their 2019 income taxes, allowing taxpayers to delay filing their 2019 taxes until July 15, 2020. If you have not filed your taxes yet, there are a few surprising taxable items as well as some extended

bear market

During this period of volatility, many are asking where the economy is headed. As the coronavirus affects the U.S. financially and socially in a way previously unseen, lawmakers are acting to boost the economy, and analysts are predicting what’s to come. We’ve officially entered a bear market, and the Federal Reserve has responded. So, what

volatile market advice

If the state of the market has caused you to worry, you’re probably not alone. The coronavirus and falling oil prices have caused many to panic. In times of uncertainty, it can be easy to make knee-jerk decisions and forget about the long-term. However, consider these do’s and don’ts in a volatile market. Don’t withdraw early

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  Listen to Jim’s latest interview on The Phil Williams Show on NewsTalk 98.7, LIVE from the Brogan Financial Studios. Why is the stock market rallying in the midst of an economic downturn? Listen below to find out Jim’s thoughts!  

retirement planning

Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, market volatility and the Federal Reserve’s decision to cut interest rates may have you wondering how to respond. Here’s what to consider when

Mature and vibrant Hawaiian woman stands by her window in the early morning and contemplates the mysteries of the universe.

Our daily routines and normal life have been so disrupted with the coronavirus that it is the complete opposite of what our lives looked like a month ago. Many of us can’t go into the office or our place of business, and we might consider getting take-out, but not sitting down to enjoy the company

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Listen to Jim’s latest interview with Hallerin Hill where he discussed his thoughts on how to handle financial planning during this crisis. Click to listen!

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There are major benefits in the CARES Act for individuals to be aware of even if you are already retired or near retirement. For more information about how the CARES Act may affect you, and if you have not filed a tax return recently, please contact your tax professional.
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COVID-19 has taken a society that is more connected than ever and disconnected us physically. It is strangling the economy and creating feelings of uncertainty and fear for everyone. It’s hard to not be paralyzed thinking there isn’t anything you can do to have a positive impact during this crisis. However, there are ways you

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While it’s never a good idea to panic and sell, it also may be a mistake to do nothing. Ready to schedule your complimentary financial review? Click here to get started!
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A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE