Why Work With Bogart Wealth?

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What is a fiduciary advisor?

By now, many Americans know to ask whether their financial advisor is a “fiduciary.” In the decade following the financial crisis, regulators moved to protect the interests of regular folks working with professional advisors. In the meantime, critics urged everyday Americans to ask one all-important question before accepting financial advice: Is the person advising you […]
Understanding The 50/30/20 Budgeting Rule (Myth vs Reality)

According to reports, Americans are budgeting more than ever, with 80% saying they create monthly budgets. But, is your budget working for you? It’s great to have a budget, but if you aren’t able to stick to it, it’s probably not furthering your financial goals. Survey results say that 50% of Americans don’t have $250 […]
U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume

Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering loan cancellation to certain borrowers; Congress set an expiration date for the payment moratorium that has been in effect since March 2020; and new student loan interest rates have been set for the 2023–2024 […]
How to Calculate and Manage Your Personal Cash Flow
How To Repay Federal Student Loans

Getting strategic about student loan repayment can be a vital part of financial planning. The majority of college graduates leave school with some type of student loan debt, so it’s important to have a strategy in place for paying down debt that complements the rest of the goals you and your family are working toward. […]