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At Brogan Financial

Old fashion values, expert knowledge, genuine understanding.

Income Planning

Your life savings becomes much more important to you when you lose your earned income. Consequently, how you draw income from your life savings...
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Investing

The first type is rainy day money. When we are working and employed, we call this an emergency fund. In retirement, however, it is more rainy day money...
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Legacy Planning

If you own something, and you love somebody, you need a legacy plan. Many people think legacy planning is tax planning but there are many...
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IRA / 401k

The rules for distributions are complex and should all be factored in during the planning phase for retirement. There are a couple of key...
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Recent News

/ Read The Blog
02
MAR
2015

Minimizing Taxes in Retirement

How do you best minimize taxes in retirement? I talk about this a great deal in our Dollars & Sense segments....
25
FEB
2015

Parents are facing fears of Full Nest Syndrome

Are your Retirement Plans at risk? Forget about the empty nest syndrome, parents now fear the cost of a full nest....

Our Services

  • Income Planning

    • Do you have an income plan?
    • Setting income amounts
    • Tax efficient income
    • Income in down markets
  • Investment

    • 3 types of money
    • Finding the right balance
    • The market during retirement
  • Legacy Planning

    • Do you need an estate plan?
    • Legacy planning 101
    • Trusts vs. wills
    • Legacy tax planning
  • Rescue your IRA / 401k

    • Planning for distributions
    • Naming beneficiaries
    • Disinherit Uncle Sam
    • Your tax time bomb