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3 Surprising Retirement Costs

Some surprises are great, like birthday parties, getting a surprise visit from a family member or friend, and winning the lottery. Others may not be as much fun, like taxes and unforeseen expenses. However, there are ways to help prepare for these expenses so that they’re not surprises. As an example, the SECURE Act changed

tax planning

As we gear up for filing our 2019 taxes, there are a few surprising taxable items as well as some extended tax breaks that you may be able to take advantage of this year. Will you end up heads or tails at the end of filing season? Four Surprising Types of Taxable Income: With tax

Just before Christmas, President Trump signed into law the SECURE Act, the most sweeping retirement account legislation passed in close to 20 years. The most significant changes that affect retirees include raising the age for Required Minimum Distributions (RMDs) for retirement accounts, and changing how retirement accounts are inherited by your heirs. The SECURE Act

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Jim recently filled-in for Hallerin Hilton Hill and had an in-depth conversation with Representative Tim Burchett. Jim and Representative Burchett discussed life in Washington, impeachment, and the economy. Click to listen!

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Listen to Jim Brogan’s latest interview on the Hallerin Hilton Hill show on NewsTalk 98.7. Jim talked with Hallerin on the power of giving. They discuss the smart way to give, the Tax Cut and Job Acts effect on giving, and why giving should be a part of your financial plan. Click to listen!

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Listen to Jim Brogan’s latest interview on The Bob Yarbrough Show on NewsTalk 98.7. Jim and Bob talked about the greatest expense you’ll have in your lifetime: Income taxes. They discuss different ways in which you can plan to minimize your incomes taxes, the best ways to save for retirement, and when you should start

Investing

The long-term benefits of tax-free accumulation and no lifetime required minimum distributions make a persuasive case to go all-in on a Roth IRA, especially for younger workers, especially those under the ages of 40 or 50. However, there are good reasons to have money in a traditional IRA when you’re retired. With a traditional IRA,

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Cumulus Media Knoxville is proud to announce their new partnership with Brogan Financial as Tennessee news leader NewsTalk 98.7’s Studio Naming Rights sponsor. All prime time broadcasts on NewsTalk 98.7 will now officially be delivered to listeners via “The Brogan Financial Studios.” Click here to read the full press release!

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  Listen to Jim Brogan’s latest interview on The Phil Williams Show on NewsTalk 98.7. Jim and Phil talked retirement, preparing for 2020, debt, and the recent stock market volatility and how it could affect your investments. Click to listen!  

Giving

Giving should not only be a central part of your financial plan, but also of your life plan. While giving can be monetary in nature, it also comes in the sacrifices we make, in our gifts of service and many other forms.

Literacy

An Interview Between Jim Brogan & Dr. Laura Seery Cole Many Americans, from young to old, lack confidence and understanding when it comes to personal finance. Recent research polled 1,000 individuals over age 30 and found that over half of those individuals feel lost when it comes developing a long-term, stable financial plan. For those