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Paula Hogan
Worked at Paula Hogan
Attended Princeton University
Lives in Milwaukee, Wisconsin
12 followers|3,886 views
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Work
Occupation
Fee-only financial planning
Employment
  • Paula Hogan
    Founder/CEO
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Currently
Milwaukee, Wisconsin
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Work
Phone
414-352-9111
Email
Address
http://paulahogan.com
Story
Tagline
Fee-Only Financial Planning Firm Milwaukee WI
Education
  • Princeton University
    1971 - 1975
  • Harvard School of Publich Health
    1976 - 1978
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Gender
Female
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Paula Hogan

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http://blog.paulahogan.com/wealthinking/effective-financial-habits

Financial planning is all about navigating personal change in a manner consistent with core personal values. Wherever you start, you end up at this core idea, over and over again.
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Paula Hogan

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Let’s take a look at your 2014 tax return to check out some key numbers and suggestions.

http://blog.paulahogan.com/wealthinking/bid/362005/So-your-2014-Income-Tax-Return-is-filed-Now-what
Let’s take a look at your 2014 tax return to check out some key tax planning numbers and suggestions.
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Paula Hogan

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The Society of Actuaries Committee on Post Retirement Needs and Risks has just published another paper about retirement policy in America. While you may not be interested in reading all 62 pages of this paper, here are some thought-provoking take-away ideas and questions to consider.

http://blog.paulahogan.com/wealthinking/bid/360886/Retirement-Advice-Like-a-Good-Woman-It-s-Hard-to-Find
The Society of Actuaries Committee on Post Retirement Needs and Risks has just published another paper about retirement policy in America.
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Paula Hogan

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Here are eight actionable ideas for savvy cash flow management:

http://blog.paulahogan.com/wealthinking/bid/359740/Savvy-Cash-Flow-Management-Part-3-of-3
Here are eight actionable ideas for savvy cash flow management.
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Paula Hogan

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This is the first of three posts which together could be titled, "What Your Mother Never Told You about Cash Flow Management But Would Be Really Helpful for You To Know."

http://blog.paulahogan.com/wealthinking/bid/358476/Savvy-Cash-Flow-Management-Part-1-of-3
It's cash flow management where personal values are the most visible. Here are some tips for doing it right.
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Paula Hogan

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Because of the small cap premium, many investors routinely and deliberately tilt the equity portion of their portfolios towards the small cap sector.
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Have her in circles
12 people
Big Boom's profile photo
Bill Daley's profile photo
Four Star Wealth Advisors, LLC's profile photo
Jack Hogan's profile photo
Financial Fiduciaries & Vigil Trust's profile photo
Marian Hogan's profile photo
Claudia Campos's profile photo
Colleen Spencer Henderson's profile photo
Charlotte Scott Hogan's profile photo

Paula Hogan

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401(k) plans are important for your retirement--and confusing. Here are some tips for optimal engagement.
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Paula Hogan

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See if you can guess the answer to these seven ridiculous riddles: http://blog.paulahogan.com/wealthinking/bid/361009/Financial-Planning-April-Fool-s
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Paula Hogan

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Hats off to the organizers of this year's +AICPA conference. 

Retirement planning sessions ranged from the highly technical (portfolio decumulation strategies, intergenerational tax planning, and trust and estate management) to the highly personal (dealing with losses, preparing ahead for dementia, and being thoughtful about what habits and personal circumstances actually correlate with retirement satisfaction).

http://blog.paulahogan.com/wealthinking/bid/360433/An-Unexpected-Blend-of-Topics-at-the-AICPA-Conference
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Paula Hogan

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In the first of this three-part series on savvy cash flow management, we identified monthly discretionary cash flow as the primary metric for financial freedom. The subject of this post is what do you do with that freedom?

http://blog.paulahogan.com/wealthinking/bid/359280/Savvy-Cash-Flow-Management-Part-2-of-3
What makes someone happy in their day to day financial life? That question is at the heart of personal financial planning.
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Paula Hogan

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In our society, senior citizens are asked to navigate some really challenging personal finance tasks as they age, without much help or clear explanation. I’m wondering if you agree that as a culture we need to press the reset button. 

http://blog.paulahogan.com/wealthinking/bid/356948/What-are-we-doing-to-our-elders
In our society senior citizens are asked to navigate challenging personal finance tasks as they age, without much help or clear explanation.
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Paula Hogan

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For career planning, take a page from the NFL referee playbook. Career asset management means managing change.
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