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
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Military families face unique challenges, making personal finance even more critical.
How long does a $20 bill last?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A letter of instruction provides additional and more personal information regarding your estate.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
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 questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.