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3 Tax Optimization Strategies to Remember for Retirement Brogan Financial

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement. Consider the Tax Structure of Your State and Locality Where will you live? Consider living in a tax-friendly state like Tennessee. [1] Many states offer tax breaks for

Going “Back to School” on Your Retirement Plan Brogan Financial

When you think about your school years, whether your high school, college, or post-grad days, you’ll revisit memorable moments from when you had your whole life ahead of you. Schooling is all about providing students with the tools they need to achieve their future potential. When it comes to retirement planning, the same is true!

For most of your life, you’ve probably had a daily routine – from tying your tie to greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but your financial routine does too. In your working years, you made sure to have a

Wealth Accumulation

  In a world filled with uncertainty, planning for your financial future is paramount. The decisions you make today can have a profound impact on your wealth accumulation and security in the years to come.  But where do you start? How can you ensure that your finances are on the right track for the long

Healthcare Costs

Retirement is a chapter of life we all look forward to – a time to relax, enjoy hobbies, and spend quality moments with loved ones. However, lurking in the shadows are healthcare costs that can cast a dark cloud over your golden years. So, how do you secure your health and finances simultaneously?  In this

retiring in the city

Have you ever yearned to escape the chaotic pace of a big city and savor a retirement filled with tranquility and natural beauty? If so, you’re not alone. Knoxville is quickly emerging as a sought-after destination for retirees seeking respite from the hustle and bustle of larger metropolitan areas.  In this article, we’ll explore five

Social Security in the Current Market

As we continue to navigate through uncertain times, retirement planning is more important than ever. For those who will soon be relying on their Social Security benefits(1) to make ends meet, understanding how the current market affects their income may be critical to their financial future.  In this article, we will explore the current state

Social Security and Market Trends

Social Security has been a crucial part of the American social safety net for nearly a century. Over the years, it has evolved to adapt to changing economic conditions and demographic trends. However, with the rapid pace of technological advancement and globalization, the future of Social Security may look uncertain. As such, it is essential

Securing your Legacy

Effective estate planning is a crucial task that often gets overlooked because people are either too busy or too intimidated by the idea of planning for the future. But the reality is that estate planning is something that everyone should take seriously and prioritize.  It is not just a process of preparing for the inevitable

Estate Planning
  Estate planning is often thought of as a process of arranging for the distribution of your assets after you pass away, but it is much more than that. It is a way to ensure that your loved ones are taken care of, that your last wishes are fulfilled, and that your legacy is preserved.
social security

Social Security is an essential part of retirement income for many Americans. However, market uncertainties can make planning for it challenging. Maximizing Social Security benefits is crucial, particularly when facing market downturns.  Here are time-tested strategies that can help you make the most of your Social Security benefits amidst market uncertainties Review your benefits statement

retirement savvy roles

Retirement is that phase of life where one is usually free from routine work responsibilities and often has more leisure time. However, this period can also bring financial concerns, especially if inflation is not accounted for.  Inflation erodes the value of the dollar over time, which means that the longer a retiree lives, the greater

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