The History and the Future of Money Brogan Financial

We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn

3 Major Retirement Expenses to Include in Your Budget Brogan Financial

General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked, and these expenses could be high. When creating your retirement budget, don’t forget to include these three expenses. Taxes: How Much

Rising Interest Rates and High Inflation – How Will You Respond? Brogan Financial

The Federal Reserve voted to increase interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant effects on the economy and your finances. Between a volatile market, high inflation, and rising interest rates, you need to make sure your financial plan

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Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss the impact of rising interest rates, current uncertainty, and market forecasting. Click the play button below to listen!        

Three Birthday Milestones That Could Change Your Tax Situation Brogan Financial

When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 21. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your

Estimating Your Tax Burden in Retirement Brogan Financial

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions If you

3 Important Tax Questions to Answer This Year Brogan Financial

As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near and enter retirement. Here are three important tax questions to answer this year. Why May

Why We Could See More Inflation and Market Volatility Brogan Financial

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Let’s discuss how you could be affected and what strategies

The Practical Side of Charitable Giving Brogan Financial
Charitable giving promotes happiness, draws us closer to others, and strengthens empathy. The act of charitable giving - whether time, physical items or monetary gifts - provides lots of benefits to not only the charity, but also offers intrinsic benefits to the giver. Charities are dependent on the generosity of others to help them in
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Jim Brogan joins the Bob Yarbrough Show on NewsTalk 98.7 where he breaks down how inflation could impact economic growth, ways to approach the current stock market, and more. Click the play button below to listen!  

Will Your Savings Last for the Rest of Your Life? Brogan Financial

Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how inflation can erode your savings over time, and how to

Ensuring your lifestyle in retirement Brogan Financial

How do you ensure your lifestyle in retirement, and what do you want that lifestyle to look like? Think about what you really want in retirement from a lifestyle perspective. Do you want to travel? Purchase a second home? Do you want to live closer to your children and grandchildren? What are the things you