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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.

24 May 2017

Active vs. Passive Investing

Many people ask me if they should choose to invest actively or passively. Investing using managed mutual funds is the most common application of active investing. Passive investing means investing in indexes, so the fees...

18 May 2017

Handling Investments When Stocks and Bonds are Expensive

Some people ask me how they should handle their investments when most of the main vehicles people use are expensive right now. What exactly does that mean?

04 May 2017

What is a Qualified Charitable Distribution and When Should You Take It?

Should you be rethinking the way you give? In my opinion charitable giving should be a core part of a financial plan. It helps us balance money in life and reminds us that there are others less fortunate than we are.

If...

13 Apr 2017

Medicare and Health Savings Accounts

When it comes to Medicare and health savings accounts it’s important to understand the opportunities and challenges. First, when you choose to enroll in Medicare, you are no longer eligible to contribute to a Healthcare...

06 Apr 2017

Assessing Your Life Insurance Needs

Let's talk about the blind spot of retirement planning, and that is assessing your insurance needs. Now there are a couple of areas where this can play in. One is the threat that you're going to need long-term healthcare. 

30 Mar 2017

Two areas you might be overlooking in your retirement plan

Let's talk about a blind spot in many people's retirement planning--covering the potential catastrophic needs that you have. I want to mention two areas today. 

23 Mar 2017

Could your 10-year market outlook be unrealistic?

Do you have an unrealistic outlook when looking forward to the next ten years in the markets? It’s interesting when I talk to people who are of retirement age, I don’t see a tremendous confidence in the next ten years.

16 Mar 2017

5 Tax Tips for Early Filers

Number one: Some families will face delays in getting their tax refunds. The IRS notes that more than nine out of 10 refunds will be issued in fewer than 21 days, which is good news. But tax filers who benefit from the...

02 Mar 2017

Medicare and Health Savings Accounts

When it comes to Medicare and health savings accounts it’s important to understand the opportunities and challenges. First, when you choose to enroll in Medicare, you are no longer eligible to contribute to a Healthcare...

23 Feb 2017

Understanding Your Social Security Statement and Planning Your Security Election

Your Social Security election is perhaps the most important election you will vote on in your retirement. As you may be aware, you face a 25-percent reduction in benefit if you draw early. Meanwhile, your benefit goes up...