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retirement planning

New Laws and changes are probably on the horizon. And with it, there is a lot of uncertainty on some key issues that could affect your retirement. Between the pandemic, and a contentious election season, we should understand the importance of being prepared for turbulent times. Whether it’s stocking up on household supplies or getting

future of social security

Earlier this year, the Congressional Budget Office announced that the Social Security Trust Fund was secure until 2035. But, that was pre-pandemic. Due to the COVID-19 world and the tremendous amount of layoffs and furloughs, all of those people have not been paying Social Security payroll tax into the system.1 There has been a large reduction

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  Phil Williams Interviews Jim Brogan on End of Year Planning. Click the play button below to listen! https://broganfinancial.com/wp-content/uploads/2020/12/Brogan-12-7-20-Phil.mp3   Stay up to date for our latest blog posts! Categories 2020 Election Prep Charitable Giving Economy Estate and Legacy Planning Financial Planning Healthcare and Medicare Income Planning Investing IRA's, 401(k)'s, and Retirement Accounts Lifestyle Press
charitable giving

It’s the time of year to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the holidays. In 2019, Americans gave an estimated $450 billion to U.S. charities1, and this number was expected to rise in 2020 before the pandemic hit. This year, there are

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Bob Yarbrough interviews Jim Brogan about end of year financial planning and what to prepare for 2021. https://broganfinancial.com/wp-content/uploads/2020/11/JIM-B-NOV.mp3 Stay up to date for our latest blog posts! Categories 2020 Election Prep Charitable Giving Economy Estate and Legacy Planning Financial Planning Healthcare and Medicare Income Planning Investing IRA's, 401(k)'s, and Retirement Accounts Lifestyle Press Release Retirement
retirement account beneficiaries

If you have a substantial amount of your retirement savings in a taxable 401(k), IRA, or similar account, know that the rules for passing it down have changed – and it could mean a potentially increased tax burden for your heirs. Without careful planning, taxes can eat away at what you pass onto your loved

hallerin hill

Listen to Jim’s latest interview with Hallerin Hill where they discussed the election and how the outcome will impact taxes, social security and healthcare. Click here to view the full video.  

Basics of medicare

Medicare is the U.S.’s national insurance program for adults. According to the 2019 Medicare Trustees Report, Medicare provided health insurance for over 59.9 million individuals—more than 52 million people aged 65 and older and about 8 million younger people. What does Medicare cover and how does it work? How much Medicare costs depends on your

The Federal Reserve’s low interest rates and the impact on retirement plans

The Federal Reserve recently announced that their intention is to keep interest rates near zero through the end of 2023. This is extremely significant. Generally, the Federal Reserve does not give guidance that far in advance. In fact, what the Federal Reserve is saying about the economic recovery is that the summer months brought on

Brogan Financial

Required Minimum Distributions, or RMDs, are required by the IRS but there are important things to know when deciding when and how to take them. Watch as Jim explains this critical but often confusing financial requirement.

Brogan Financial

Everything you save and invest can generally fall into two buckets: Safe Money & Risk Money. Are you putting your money in the right bucket? Watch as Jim explains some of the biggest investment mistakes he sees for those in or near retirement and how you can avoid them.

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  Listen to Jim’s latest interview with Phil Williams where they discuss some of the unprecedented moves made recently by the Federal Reserve regarding interest rates, refinancing your home, mortgage rates, and more. Click the play button below to listen!  

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