What Volatility Truly Means Brogan Financial

It is very common lately to hear the word “volatility”. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means. Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a

3 Questions You May Have About Medicare Brogan Financial

With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. There are many unexpected costs in retirement, but healthcare is one of the largest spending categories on

Bob Yarbrough Show Logo

Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where they discuss the stock market drop, inflation numbers, and what investors need to know. Click the play button below to listen!

4 Easy-to-Overlook Estate Planning Mistakes Brogan Financial

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can be a big help to your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts,

Inflation and a Gallon of Milk Brogan Financial

In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $4.21, on average.[1] A few dollars might not seem like much, but that’s a 1,258% increase! Now that we’re seeing high inflation, the buying power of your money – including your retirement savings – could be seriously impacted. When calculating how

Phil Williams Logo
  Jim Brogan joins The Phil Show on NewsTalk 98.7 where he breaks down the Inflation Reduction Act, corporate tax, and more. Click the play button below to listen! https://broganfinancial.com/wp-content/uploads/2022/09/Brogan-8-29-22-Phil-pt1.mp3 Stay up to date for our latest blog posts! Categories 2020 Election Prep Charitable Giving Economy Estate and Legacy Planning FAQs Federal Reserve Financial Planning
For Richer or Poorer – A Married Couple’s Guide to Money Management Brogan Financial

Most people marry for love. You want companionship, someone to share life experiences with, and maybe you have a family and want to grow old together. According to the Current Population Survey, 2021 ASEC Supplement, there are some 131.4M married adults in the U.S.1 Marriage has many blessings. But it’s not all roses and rainbows.

Why do women tend to outperform men when it comes to investing? brogan financial

Women’s roles in household decisions have changed dramatically over the past century and continue to evolve today. When it comes to personal money management, women traditionally have spent money day to day on household items like groceries and essentials. However, wealth management decisions were traditionally in the hands of their male counterparts. In two-thirds of

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!

The Gift of Education Brogan Financial

Every parent and grandparent hopes that the next generation lives the American dream – go to college, get a great job, buy a house, and start a family. The Burning Glass institute found that 44% of jobs require a college degree. College is still seen as the primary way to gain the skills and education

If you’re not at your old employer, why is your 401k? Brogan Financial

Life happens. We change jobs, start a new career, or retire. If you have a 401(k) with your old employer, you will have to decide what do with that 401(k) account or other company retirement plan. There are some considerations that come into play like potential taxes, investment options, fees, and retirement strategy. Here are

Bob Yarbrough Show Logo

Jim Brogan joins Bob Yarbrough where they discuss recent headlines including the release of the Q2 GDP numbers, the Federal Reserve’s interest rate hike, and more. Click the play button below to listen!