Profile

Cover photo
Paula Hogan
Worked at Paula Hogan
Attended Princeton University
Lives in Milwaukee, Wisconsin
13 followers|14,047 views
AboutPostsPhotosVideos
People
In her circles
20 people
Have her in circles
13 people
NAPFA LDC's profile photo
Claudia Hogan's profile photo
Four Star Wealth Advisors, LLC's profile photo
Financial Fiduciaries & Vigil Trust's profile photo
Bill Daley's profile photo
Marian Hogan's profile photo
Charlotte Scott Hogan's profile photo
Big Boom's profile photo
Jack Hogan's profile photo
Work
Occupation
Fee-only financial planning
Employment
  • Paula Hogan
    Founder/CEO
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
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
Basic Information
Gender
Female
Links
Other profiles

Stream

Paula Hogan

Shared publicly  - 
This is a guest post from my friend and mentor Ed Jacobson, the author of Appreciative Moments from which this delectable Thanksgiving essay is exerted Enjoy!
1
Add a comment...

Paula Hogan

Shared publicly  - 
In the prior post, we described reverse mortgages as an emerging, multi-purpose planning tool for managing cash flow in the second half of your life. In this post, let’s take a look at some nitty gritty details on the costs and mechanics and history of reverse mortgages.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...
In her circles
20 people
Have her in circles
13 people
NAPFA LDC's profile photo
Claudia Hogan's profile photo
Four Star Wealth Advisors, LLC's profile photo
Financial Fiduciaries & Vigil Trust's profile photo
Bill Daley's profile photo
Marian Hogan's profile photo
Charlotte Scott Hogan's profile photo
Big Boom's profile photo
Jack Hogan's profile photo

Paula Hogan

Shared publicly  - 
A fundamental strategy in financial planning is to create options and safety nets for an unknown future. Tools for doing so are highly valuable. Reverse mortgages are now another tool in that tool kit. They are worth a fresh look.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
Even though the season is winding down, there's still time to catch up with your summer reading! One you might enjoy: http://blog.paulahogan.com/wealthinking/effective-financial-habits-part-2-of-2 
Do you choose to live an interdependent financial life? If so, then you are necessarily deeply engaged in personal communication about money and money values?
1
Add a comment...

Paula Hogan

Shared publicly  - 
401(k) plans are important for your retirement--and confusing. Here are some tips for optimal engagement.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
See if you can guess the answer to these seven ridiculous riddles: http://blog.paulahogan.com/wealthinking/bid/361009/Financial-Planning-April-Fool-s
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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
1
Add a comment...