Understanding Your Financial Future
Welcome, I am David Bogle. As an Investment Consultant I have been assisting members of TTCU The Credit Union with their financial needs for the past 20 years.
Navigating today’s world of finance can be challenging. Retirement planning, Education goals, minimizing taxes, or just getting a higher return are concerns our clients seek guidance on every day. Specialized Investments has a “hands on” approach for financial guidance. We take time to get to know you and to understand your goals. Then, we do everything in our power to keep you focused on where you want to go and we advise you on how to work toward getting there.
Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future.
If you have questions about your finances or wish to schedule an appointment, give us a call at (918) 743-9861 ext. 2715 or send us an email at email@example.com.
We invite you to spend some time on our website and look forward to working with you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Income Taxes Work
A quick look at how federal income taxes work.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.