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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Couples may be able to head off many of the problems in a marriage that money can cause.
What’s the deal with your yearly free credit report?
The federal government requires deceased individuals to file a final income tax return.
For homeowners who think their property taxes are too high, there are ways to appeal.
Retirees traveling abroad need to know that their health insurance travels with them.
Here's a breakdown of how the federal government spends your tax money.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”