RETIREMENT PLANNING FOR BABY BOOMERS
Jeff Bogart, Registered Investment Advisor and own er of Sila Wealth Advisory, has over 25 years of experience helping professionals and families with retirement income planning, social security options, wealth preservation and financial planning.
His #1 commitment and priority is helping clients achieve their personal and financial goals without running out of money.
He holds a Series 65, insurance license and is a member of the Financial Planning Association
With proper planning, it may be possible to increase your retirement income by up to 38 percent
Jeff has appeared in numerous national publications. They include: The Wall Street Journal, Forbes, The Chicago Tribune, The Christian Science Monitor, Nasdaq, csmonito, BlogTalkRadio, The Orange County Register and MSN Money.
Jeff currently serves on the boards of the Mayfield Area Chamber of Commerce and the Institutional Animal Care and Use Committee (IACUC) which oversees the animal welfare at Case Western Reserve University’s labs.
Outside of his profession, Jeff practices yoga and participates in Therapy Dog programs with his Belgian Sheepdog, Carlos Santana.
He’s a longtime Deadhead and has seen The Grateful Dead perform over 100 times. Jeff lives in Cleveland Heights, Ohio, with his wife, Antje, and two Belgian Sheepdogs.
| Category | Subcategory | Article Topics |
|---|---|---|
| Home | – | Overview of Retirement Planning |
| Retirement Accounts | 401(k) Plans | 1. Understanding 401(k) Basics 2. Maximizing 401(k) Contributions 3. 401(k) vs. Roth 401(k): Which is Right for You? 4. Rolling Over Your 401(k): A Step-by-Step Guide |
| IRAs | 1. Traditional IRA vs. Roth IRA: Pros and Cons 2. IRA Contribution Limits and Deadlines 3. SEP and SIMPLE IRAs for Self-Employed 4. How to Choose the Best IRA Provider | |
| Other Accounts | 1. 403(b) Plans for Educators and Non-Profits 2. Understanding 457(b) Plans 3. Health Savings Accounts (HSAs) for Retirement 4. Pension Plans: What You Need to Know | |
| Investment Strategies | Asset Allocation | 1. Basics of Asset Allocation 2. Rebalancing Your Portfolio 3. Age-Based Asset Allocation Strategies 4. Risk Tolerance and Asset Allocation |
| Diversification | 1. Why Diversification Matters in Retirement Planning 2. Geographic Diversification in Your Portfolio 3. Sector Diversification Strategies 4. Diversification Beyond Stocks and Bonds | |
| Advanced Strategies | 1. Dollar-Cost Averaging in Retirement Savings 2. Value Investing for Retirement 3. Growth vs. Value: Finding the Right Balance 4. Alternative Investments in Retirement Portfolios | |
| Government Programs | Social Security | 1. Maximizing Your Social Security Benefits 2. When to Start Taking Social Security 3. Working While Receiving Social Security 4. Social Security Spousal Benefits Explained |
| Medicare | 1. Medicare Enrollment: What You Need to Know 2. Understanding Medicare Parts A, B, C, and D 3. Medigap vs. Medicare Advantage Plans 4. Planning for Healthcare Costs in Retirement | |
| Financial Planning | Budgeting | 1. Creating a Retirement Budget 2. Tracking Expenses in Retirement 3. Adjusting Your Budget for Inflation 4. Emergency Funds in Retirement |
| Tax Planning | 1. Tax-Efficient Withdrawal Strategies 2. Understanding Required Minimum Distributions (RMDs) 3. Roth Conversions: Pros and Cons 4. State Tax Considerations for Retirees | |
| Debt Management | 1. Paying Off Debt Before Retirement 2. Managing Mortgage Debt in Retirement 3. Credit Card Strategies for Retirees 4. Debt Consolidation Options for Pre-Retirees | |
| Risk Management | Insurance | 1. Life Insurance in Retirement Planning 2. Long-Term Care Insurance: Is It Right for You? 3. Annuities: Pros and Cons for Retirees 4. Umbrella Insurance for Asset Protection |
| Market Risk | 1. Protecting Your Portfolio from Market Volatility 2. Sequence of Returns Risk in Retirement 3. Using Bonds to Mitigate Market Risk 4. The Role of Cash in a Retirement Portfolio | |
| Lifestyle Planning | Retirement Lifestyle | 1. Defining Your Ideal Retirement Lifestyle 2. Part-Time Work in Retirement: Pros and Cons 3. Volunteering Opportunities for Retirees 4. Continuing Education in Retirement |
| Healthcare | 1. Planning for Healthcare Costs in Retirement 2. Staying Healthy to Reduce Retirement Expenses 3. Mental Health Considerations for Retirees 4. Aging in Place: Home Modifications for Seniors | |
| Estate Planning | Wills and Trusts | 1. Creating a Will: Essential Steps 2. Understanding Living Trusts 3. Beneficiary Designations: Common Mistakes to Avoid 4. Power of Attorney: Why It’s Crucial |
| Legacy Planning | 1. Charitable Giving Strategies in Retirement 2. Leaving a Legacy: Beyond Financial Assets 3. Family Communication About Inheritance 4. Digital Asset Planning for Retirees | |
| Resources | Tools | 1. Top Retirement Calculators 2. Best Budgeting Apps for Retirees 3. Estate Planning Document Organizers 4. Social Security Benefit Estimators |
| Education | 1. Recommended Books on Retirement Planning 2. Online Courses for Financial Literacy 3. Retirement Planning Workshops Near You 4. Podcasts for Retirement Insights | |
| About Us | – | Our Mission and Team |
| Contact | – | Get in Touch |
Read More our blog
Risk Tolerance and Asset Allocation
Risk tolerance is all about how much risk you’re okay with when you invest your money. It’s a personal choice that affects how you divide
Age-Based Asset Allocation Strategies
Investing can feel like a puzzle, especially when you’re trying to figure out where to put your money as you get older. Age-based asset allocation
Rebalancing Your Portfolio
Rebalancing your portfolio means adjusting your investments to keep the right mix of assets. This helps you stay on track with your financial goals and
Basics of Asset Allocation
Asset allocation is a key concept in investing that involves spreading your money across different types of investments. By doing this, you can manage risks
Diversification Beyond Stocks and Bonds
In today’s unpredictable financial world, sticking only to stocks and bonds might not be enough. Many investors are looking for other ways to spread risk
Sector Diversification Strategies
Investing can be tricky, especially when you want to protect your money from big losses. One way to do this is by using sector diversification
