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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The uncertainties we face in retirement can erode our sense of confidence.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to understand how inflation is reported and how it can affect investments.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.