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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Five strategies for managing your student debt.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to make sure your retirement strategy anticipates health-care expenses.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.