Latest New

more-living

Beauchamp E. Brogan Investment Fellowship established at the University of  Tennessee College of Business Administration. (more)

Old Fashioned Values, Expert Knowledge, Genuine Understanding

Current Article by Jim Brogan

Financial Planning
in a New World
Podcasts of More Living Radio Show with Jim Brogan

Click here to see a list of recent radio shows broadcast on WNOX each week.  Download podcasts of any show you like.

Brogan Financial Credentials

Click here for details.

Click here to listen to the latest episode of "Dollars & Sense".

Brogan Financial provides comprehensive financial and estate planning for retirees and soon to be retirees. We want to help clients prepare for their ideal retirement lifestyle. That means planning for enjoyment and a legacy, together.

clockIncome for life
  • Do you have an income plan?
  • Setting income amounts
  • Tax efficient income
  • Income in down markets

keyInvesting

  • 3 types of money
  • Finding the right balance
  • The market during retirement
pastarchivesEstate Planning
  • Do you need an estate plan?
  • Estate planning 101
  • Trusts vs. wills
  • Estate tax planning
 articlesRescue your IRA / 401k
  • Planning for distributions
  • Naming beneficiaries
  • Disinherit Uncle Sam
  • Your tax time bomb