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
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The uncertainties we face in retirement can erode our sense of confidence.
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.
Healthy habits are one of the greatest gifts to give your child.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.