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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Have you explored all your options when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.
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.
With alternative investments, it’s critical to sort through the complexity.