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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
28
MAY
2015

Are US Stocks Expensive?

US stocks are expensive right now. Recently I’ve reviewed a chart that looks at secular stock markets back to the...
14
MAY
2015

Rowing vs. Sailing in the Investment Markets

Are you prepared for long term choppiness in the markets over the next 5 to 10 years? We don’t know what will...

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