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3 Things You Can Do If You Don’t Qualify for a Roth IRA

There’s evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is expected to almost equal the size of the U.S. economy.[1] This

4 Ways to Prepare No Matter What the Future Brings

Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement. As someone who has worked hard for what they’ve earned and is likely invested in America’s future, you may be concerned about what the future could bring. But, it’s important to

Is It Time to Spring Clean Your Financial House?

If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, or other retirement account, this is especially important. Managing this area of your finances isn’t a ‘set it and forget it’ activity. Here’s how you can see if you need to take

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Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 where they discuss taxes and estate planning. Jim explains the different pieces of estate planning that you should be aware of, and mistakes to look out for when beginning the process. Click the play button below to listen!        

Options for Your 401(k) When You Leave Your Job

We all know that a 401(k) is one of the most important retirement planning tools we have. You pay into it for your entire career and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great

Protecting Your Investments: Scams and Fraud

When you’re the victim of credit card fraud, there is recourse. But what about your retirement account? It could be subject to the same kind of risks, but your plan likely doesn’t guarantee that your funds will be returned to you in full. This is a growing phenomenon. What you can do to protect yourself

Identity Theft Protection: Expect the Unexpected

As more and more of our lives move online, our personal information may become vulnerable. Identity theft is America’s fastest growing crime. How can you protect yourself and your financial information? Safeguard your personal information. Be safe on Social Media. Be careful when shopping online. Use complex passwords. Lock down your home computer. Protect your

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Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where they unwind America’s current financial status, including potential tax increases to come with the new government administration. Click the play button below to listen!    

Three Tips for Good Financial Health

Most of us take the time for yearly physical exams to make sure our body is healthy. We watch what we eat, take the stairs or go on daily walks, and we try to get the recommended hours of sleep. But, how often are we looking at our financial health? With the market near all-time

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  Jim Brogan joins The Phil Show on NewsTalk 98.7 where he talks about market trends, how to prepare for potential tax increases ahead, and more. Click the play button below to listen! https://broganfinancial.com/wp-content/uploads/2021/02/Brogan-on-PHIL-SHOW-2-25-21.mp3 Stay up to date for our latest blog posts! Categories 2020 Election Prep Charitable Giving Economy Estate and Legacy Planning Financial
2020 taxes

When you file your 2020 income taxes could either boost or lower your next stimulus payment. The IRS began accepting 2020 tax returns on February 12. But waiting to file could mean a bigger third stimulus check. There are lots of good reasons to file your taxes early – you’ll get your refund faster, it

How might the Federal Reserve’s statement on interest rates and inflation affect your retirement?

The Federal Reserve met at the end of January and issued an altered version of their statement from December, in which they said they are committed to using their full range of tools to support the U.S. economy. Chairman Jerome Powell also made statements regarding inflation and interest rates. In its latest meeting, the Federal

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A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE