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Will We See More Inflation in 2022? Brogan Financial

There are reasons to be optimistic about 2022, but there are also reasons to be worried: Everyone is wondering if we will see more inflation in 2022, where the market is headed, and the effects of a new COVID variant. But whatever 2022 holds, it’s important to make a plan for the future. The Federal

What the High Social Security COLA Could Mean for Your Retirement Finances Brogan Financial

Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security cost-of-living adjustment (COLA) could mean for your overall retirement

Review Your Investment Strategy and Prepare for 2022 Brogan Financial

The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond. We Saw Record Highs in

Don't Forget These Important End-of-Year Deadlines Brogan Financial

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the deadline to make several important tax decisions that could affect

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Jim Brogan joins the Bob Yarbrough Show on NewsTalk 98.7 where they discuss the year coming to a close, and what you can do to save on taxes before 2022. Click the play button below to listen!  

3 Uncertainties You Could Face in Retirement Brogan Financial

The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. Retirement shouldn’t be a time of anxiety or worry; it should be a time when you feel financially secure and can enjoy the money you’ve worked hard to earn for decades. The

What is a Roth Conversion and Should You Do It? Brogan Financial

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including a Roth IRA conversion. What is Roth IRA vs. a Traditional

Healthcare costs Brogan Financial

One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, it could cost you in retirement. First, know what you can do during the Medicare Fall Open Enrollment

Inflation Brogan Financial

You’ve probably heard about or experienced the effects of inflation – everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we see on a regular basis can have an impact on our finances, there may be some potential hidden costs to inflation we don’t necessarily see right

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  Jim Brogan joins The Phil Show on NewsTalk 98.7 where breaks down potential effects inflation could have on your financial plan, and how to plan ahead for this. Click the play button below to listen! https://broganfinancial.com/wp-content/uploads/2021/11/Brogan-11-22-21-Part-2.mp3 Stay up to date for our latest blog posts! Categories 2020 Election Prep Charitable Giving Economy Estate and
Examining the Future of Social Security, Medicare, and Your Taxes Brogan Financial

The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year earlier than they reported last year, and the pandemic is to blame. Less was collected in payroll taxes when unemployment was high, and more people claimed benefits.

How Would You Handle a Retirement Curveball? Brogan Financial

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It