How Life Priorities and Financial Planning Impact Each Other
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Tag Archives: estate planning
The Importance of Having an Income Plan in Retirement
Check out Jim Brogan’s latest Dollars and Sense Segment, “The Importance of Having an Income Plan in Retirement”.
How Repealing the Gift and Inheritance Tax Laws Will Benefit You
Jim shares his thoughts on how repealing the gift and inheritance tax laws in Tennessee will impact those nearing retirement.
The 2013 “Fiscal Cliff”
How to Reduce the Amount of Income Tax You Pay in Retirement
Check out the March 24th Dollars and Sense segment “How to Reduce the Amount of Income Tax You Pay in Retirement”
Is traditional retirement planning broken?
Check out our March 17th Dollars and Sense segment “Is Traditional Retirement Planning Broken?”
Think you should have $1 million to need an estate plan? You’re wrong and here’s why
Rolling your company retirement plan to an IRA
Senior Market Advisor Magazine: The ABC’s of attracting better clients (Jim Brogan)
Photo Source: http://www.seniormarketadvisor.com
Senior Market Advisor Magazine published an article by Jim Brogan, president and founder of Brogan Financial, a Knoxville-based retirement and legacy planning firm, in which Jim talks about how to attract better clients. Find the story here and let us know what you think! Jim will serve as a speaker at this year’s Senior Market Advisor Expo in Las Vegas, NV.
Are You Betting Your Life’s Savings On a Healthy Stock Market?
May 7th Dollars and Sense Topic: “Are You Betting Your Life’s Savings On a Healthy Stock Market?”
“More Living with Jim Brogan” airs each Saturday morning on NewsTalk 98.7 FM WOKI from 9 a.m. to 10 a.m. and can be heard throughout the East Tennessee area.
Each week during the show, Jim records a “Dollars and Sense” segment which provides listeners with the week’s featured financial tip.
