Jeffrey Bogart

Jeff Bogart, for over 25 years, has been helping families and professionals make the complex financial decisions throughout their lives. Bogart lives in Cleveland Heights, Ohio, with his wife, Antje, and two Belgian Sheepdogs. When he’s not practicing yoga, Bogart participates in Therapy Dog programs with his Belgian Sheepdog, Carlos Santana. They visit hospitals, nursing homes and children’s reading programs. He’s also an avid dead head, attending over 100 performances of The Grateful Dead.

Retiring On Purpose

I ran into a friend recently who’s a hairdresser.  He’s been in the business now for 50 years and has seen it all from the...

Did You Miss The Stock Market’s “Trump Bump”?

Okay, admit it.  Whether you’re an ardent supporter or never-Trumper, weren’t you a little nervous Donald Trump’s victory would cause the markets to crash?  My...

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...

Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...

Trump and Your Investment Portfolio

Election 2016 is finally over.  Chances are, you woke up on November 9 feeling either elated or discouraged.  Whether your candidate won or lost, I...

Do You Want to Retire to a “Happy” Country?

Retirement is habitually pictured and presented as a happy time in our lives.  The phrase “the golden years” evokes images of carefree retirees golfing under...

Why You (and NBA Players) Need a Financial Plan

In recent weeks, we’ve witnessed an obscene amount of money being dealt to NBA free agents.  Dwyane Wade signed a 2-year contract with the Chicago...

Bonds that Go Boom

Let’s talk about bonds!  You scarcely hear or read much about bonds.  The stock market, especially in recent days with the Brexit, grabs the headlines...

How to Create Your Own Pension

The pension, as we know it, has pretty much gone the way of the dinosaur. The ongoing exception is the public employment sector.  However, most...

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