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Paula Hogan
Worked at Paula Hogan
Attended Princeton University
Lives in Milwaukee, Wisconsin
10 followers|1,989 views
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Work
Occupation
Fee-only financial planning
Employment
  • Paula Hogan
    Founder/CEO
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Currently
Milwaukee, Wisconsin
Contact Information
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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Female
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Paula Hogan

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It’s a bit embarrassing for everyone involved that whether or not to put the client’s interest first is a controversial issue. 

http://blog.paulahogan.com/wealthinking/bid/348665/Financial-Industry-Regulation-Why-You-Should-Care
Like many industries, the financial advisory industry is in regulatory upheaval.
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Paula Hogan

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It's never too early to start thinking about tax planning opportunities. 

http://blog.paulahogan.com/wealthinking/bid/341426/How-Do-You-Recognize-a-Tax-Planning-Opportunity
Everyone talks about the importance of tax planning, but how do you recognize a tax planning opportunity?
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Paula Hogan

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Here are some sample fact patterns that in the current tax environment send a strong signal for considering a more proactive and nuanced tax planning strategy.

http://blog.paulahogan.com/wealthinking/bid/341426/How-Do-You-Recognize-a-Tax-Planning-Opportunity
Everyone talks about the importance of tax planning, but how do you recognize a tax planning opportunity?
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Paula Hogan

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Have you considered the following four positive but typically unintended consequences in your financial planning?

http://blog.paulahogan.com/wealthinking/bid/338848/Financial-Planning-and-Unintended-Consequences
Let's look at unintended consequences in financial planning.
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Paula Hogan

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Earlier this year, I attended the AICPA Advanced Financial Planning Conference and found it to be a rich resource on a wide variety of planning topics. Some key themes I noticed there:  

http://blog.paulahogan.com/wealthinking/bid/333986/AICPA-2014-Advanced-Financial-Planning-Conference #Wealthinking  
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Have her in circles
10 people
Bill Daley's profile photo
Jack Hogan's profile photo
Charlotte Scott Hogan's profile photo
Claudia Campos's profile photo
Colleen Spencer Henderson's profile photo
Marian Hogan's profile photo
 
On the blog this week, 5 core suggestions for optimizing your financial planning for retirement:

http://blog.paulahogan.com/wealthinking/bid/346847/Financial-Planning-for-Retirement-What-Works
Here are five core suggestions for optimizing your financial planning for retirement.
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Paula Hogan

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I am very happy to report that a paper I co-authored with my colleague Rick Miller PhD and presented at the 2012 Wharton Pension Research Council is now published as a chapter in The Market For Retirement Advice by Oxford University Press.

http://blog.paulahogan.com/wealthinking/bid/343477/A-note-from-Rick-Miller-PhD-on-our-co-authored-chapter
A paper I co-authored with my colleague financial advisor Rick Miller PhD is now published by Oxford University Press.
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Paula Hogan

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Hang in there! Taxes are annoying--but still your largest personal expense.

http://blog.paulahogan.com/wealthinking/bid/340238/What-Your-CPA-Needs-to-Know-About-Your-Tax-Planning
Tax planning is not what it used to be. The rapidly increasing complexity of tax law means that the traditional rules-of-thumb no longer work.
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Economists Andrew Biggs and Kent Smetters wrote a very interesting May 2013 article on public pension plans that has powerful insights for the financial advisory community as well as for public pension policy. This week's #Wealthinking  blog post takes a look at the core concepts.

http://blog.paulahogan.com/wealthinking/bid/297202/Are-Public-Pension-Plans-Your-Model-For-Retirement-Planning
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