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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.

22
APR
2015

How Tax Returns Can Impact Retirement Post

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...
16
MAR
2015
Interest Rates

How Do Interest Rates Affect Capital Markets?

How might the capital markets react to rising interest rates, and how is that going to affect your financial future? Everybody’s looking for yield, everybody’s looking for something that will pay something. What has happened is a lot of people have loaded up more and...
09
MAR
2015

How we elect Social Security benefits is a critical element of a successful retirement plan

How important is your Social Security decision in serving your retirement financial plan? The answer is, it’s critical. In a recent article from Investment News, an industry journal that I subscribe to, they asked the top ten Social Security questions you should be asking....
02
MAR
2015
1040_Individual_Tax_Form

Minimizing Taxes in Retirement

How do you best minimize taxes in retirement? I talk about this a great deal in our Dollars & Sense segments. When we are retired and drawing income we have to be very mindful of our income tax brackets. If you are in a 10% or 15% tax bracket, your tax bracket for long-term...
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. Pre-retirees whose kids are moving back home after college or after failed careers or marriages are spending so much on their adult children that some are risking...