In The News

04 Dec 2017

Adapt and diversify your portfolio

How can you manage volatility with proper diversification? What is diversification? I believe that most investors, most advisers, most money managers do not truly understand how diversification is supposed to work. It’s...

21 Nov 2017

Kimberly Schlapman on Life, Music & Holiday Traditions + Tax Tips

On this week’s “More Living with Jim Brogan.” we talk with special guest, and good friend, Kimberly Schlapman of Little Big Town about her life, music, holiday traditions, and cooking. Listen to my interview with her HERE.

13 Nov 2017

Mitigating Risks to Your Income in Retirement

The largest mutual fund company admitted it has been surprised by the global economy’s strength this year. That doesn’t mean, however, that it is more optimistic about the investment outlook over the next ten years. “...

03 Nov 2017

Why are so many retirees going back to work?

Four-and-a-half million retired Americans over age 50 have gone back to work or taken on volunteer roles, with another 21 million are ready to join them. Why is this the case? Some want to continue using their talents,...

14 Oct 2017

For Richer or Poorer: A Newlywed’s Guide to Money Management

The time leading up to your wedding is filled with excitement, anticipation, and, often, a lot of planning. Last year, just over 2 million couples tied the knot, at a rate of 6.9 per 1,000 of the total population...

29 Sep 2017

Protecting Your Assets in an Unsafe World

How can you hedge against your investment risk and protect your assets in an unsafe world?

15 Sep 2017

7 Things You Need to Know to Claim Your Social Security Benefits - Part Two

How and when to claim your Social Security benefits is unique to each person. It can have a domino effects on so many other things… You could trigger an avalanche of taxes. You could forfeit additional benefits that are...

08 Sep 2017

7 Things You Need to Know to Claim Your Social Security Benefits - Part One

Social Security benefits will be the foundation of your income in retirement. Even if you’ve earned a modest income over the past several decades, you’ve probably contributed over one hundred thousand dollars to Social...

25 Aug 2017

Social Security Benefits as a Divorced Spouse

Are you missing out on spousal benefits you are entitled to from Social Security?

09 Aug 2017

A 7-Point Checklist to Reboot Your 401K (Part 2)

In Part One of "A 7-Point Checklist to Reboot You 401K", we looked at three topics to help you make the most out of the money invested in your 401K or other retirement account. In Part Two of this series, we talk through...