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Senior Market Advisor

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Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services.

20
JUN
2015
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Financial Lessons I Learned From My Father

Financial lessons I learned from my father. These are just the basics of learning how to get ahead financially. Number 1, you have to pay your taxes. I know that sounds real elementary but you have to pay your taxes. You can certainly use legal strategies to try to minimize that,...
10
JUN
2015

Steady Gains Win The Race

When it comes to investing money at risk; steady wins the race. No matter what your average return is over time, steady gains will always outperform volatile gains. It’s a simple matter of math. If I have $100,000 and I earn 10% three years in a row; 10% year one, 10% year...
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 year 1900. When we say secular stock markets, here’s what that means. We think about bull markets and bear markets; and usually we think if the market drops...
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 happen short term, but I’m very confident we’re going to have choppy markets for the next 8 to 10 years. I was reading an article this week in...
04
MAY
2015

Understanding the Appropriate Time Horizon for Your Money

Let’s talk today about understanding the time horizon of money. In my view, one of the fundamental tenets of successful financial planning is understanding the appropriate time horizon for your money. What does that mean? What is the amount of time before you’re going...
22
APR
2015

How Tax Returns Can Impact Retirement

Understanding how the numbers on our tax returns interrelate and affect our bottom line is essential as we look at our tax planning going forward. Many retired clients are often surprised and, even angered when they receive a notification from the Social Security Administration...
07
APR
2015

Four Investment Pitfalls for Women to Avoid

As we celebrate Women’s History month and women and investing in particular let us look at investment pitfalls to avoid. Mistake #1:  Failing to plan for longer life expectancies. We’re living longer and longer and of course we know women live longer than men; and for...
30
MAR
2015
Women & Investing

Women & Investing

How can women take greater control of their financial destiny? At some point, according to A Woman’s Guide to Financial Planning (2011), 90% of women will have sole responsibility for their finances. Where men once dominated financial affairs, the growing presence of women...