About broganfinancial

Brogan Financial provides comprehensive financial and estate planning for retirees and soon to be retirees. We want to help clients prepare for their ideal retirement lifestyle. That means planning for enjoyment and a legacy, together.

Happy 4th of July!

Happy 4th of July from your friends at “More Living with Jim Brogan”!

As we spend time with our families this weekend, many of us will celebrate our country’s Independence Day. In honor of this occasion, we’ve created a montage of famous speeches, including President’s Franklin D. Roosevelt, John F. Kennedy,¬†George W. Bush, Barack Obama, and others like Dr. Martin Luther King, Jr., Neil Armstrong, and more. All dubbed over Lee Greenwood’s “Proud to Be An American”.

Market Volatility: What Happens Next?

Check out Jim’s latest Dollars and Sense segment, “Market Volatility: What Happens Next?” below.

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.