Understanding Today's Financial Environment
Welcome, I’m Timothy Bogert, a financial advisor in Southfield, MI. I have practiced values-based financial planning for over 35 years. When people ask me what I do, I explain that I am in the financial services business with a distinct approach in that I help people FIND MONEY they are currently losing unknowingly and unnecessarily. Find out why my clients consider me to be the antidote to conventional financial thinking.
If what you thought to be true, turned out not to be true, when would you want to know?
Tax Minimization Planning
Learn strategies to minimize financial strain due to taxesLearn More
Special Needs Planning
Families that have kids with special needs, need to do special planningLearn More
Retirement Income Strategies
Retirement Plans do two things; they postpone the tax and the tax calculation. What’s your exit strategy?Learn More
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When you’re married and have children, insurance needs will be different.
It's important to understand the pros and cons when considering a prepaid debit card.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.