Profile

Cover photo
Paula Hogan
10 followers|5,681 views
AboutPostsPhotosVideos

Stream

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  - 
 
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...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
Because of the small cap premium, many investors routinely and deliberately tilt the equity portion of their portfolios towards the small cap sector.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
A look at how the Social Security earnings test is impacting financial planning and public policy: http://blog.paulahogan.com/wealthinking/bid/353620/Psst-The-Social-Security-Earnings-Test-is-Not-a-Tax
The Social Security earnings test is complicating your already complicated decision about when to retire.
1
Add a comment...
In their circles
4 people
Have them in circles
10 people
Charlotte Scott Hogan's profile photo
Jim Koch's profile photo
Howard Jones's profile photo
Stuart Henderson's profile photo
Louis Rose's profile photo
Tracy Freese's profile photo
matt davis's profile photo
Paula Hogan's profile photo
Marian Hogan's profile photo

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  - 
 
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...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
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.
1
Add a comment...

Paula Hogan

Shared publicly  - 
For career planning, take a page from the NFL referee playbook. Career asset management means managing change.
1
Add a comment...

Paula Hogan

Shared publicly  - 
 
http://blog.paulahogan.com/wealthinking/bid/352647/Three-Good-Things-and-Financial-Planning

At the Canadian Applied Positive Psychology national conference last month, there was a cornucopia of intriguing ideas about what supports the good life, with each idea refreshingly presented from a data-based, scientific point of view.
The focus of positive psychology is on understanding what helps individuals and communities flourish-the science of happiness.
1
Add a comment...
People
In their circles
4 people
Have them in circles
10 people
Charlotte Scott Hogan's profile photo
Jim Koch's profile photo
Howard Jones's profile photo
Stuart Henderson's profile photo
Louis Rose's profile photo
Tracy Freese's profile photo
matt davis's profile photo
Paula Hogan's profile photo
Marian Hogan's profile photo
Contact Information
Contact info
Phone
414-352-9111
Email
Address
250 West Coventry Ct #202 Milwaukee WI 53217
Story
Tagline
PaulaHogan is a fee-only financial advisory firm offering comprehensive financial planning and portfolio management services.
Introduction
Paula H. Hogan, CFP®, CFA is the founder of Paula Hogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management services and comprehensive planning services to individual and families.  Her firm is nationally known for thought-leadership in the financial planning field and in particular for combining an understanding of sound economic planning principles with a detailed and nuanced understanding of each client's circumstances and preferences. The firm's investment strategy is centered on the use of low-cost asset class (index) funds, for example as provided by Dimensional Fund Advisors . The firm's philosophy is described in this May 2013  Research Magazine cover story and it is delivered on the day-to-day to clients by the firm's team of professional advisors.
             
Paula has contributed to the field of financial planning through both service and thought-leadership.  She served on the national Board of Directors of NAPFA 1999 to 2001 and on the national board of the Financial Planning Association (FPA) from 2009 to 2011. She currently serves on the licensee board for Money Quotient®.   NAPFA awarded Paula its Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession in 2002. She has written several articles for the Journal of Financial Planning and also the AAII Journal, and co-authored papers for the Wharton Pension Research Council symposium in May 2012 and for the John Marshal Law School Annual Employee Benefits Symposium in April 2013. Bloomberg Wealth Manager/AdvisorOne has named Paula one of Top 50 Women in Wealth and has also named her firm as one of the nation's top advisory firms in multiple years.
 
Locally, Paula has been recognized as a Milwaukee Magazine 5-Star Wealth Manager annually since 2009. She currently serves on the board of directors for the St. Camillus retirement community and on the advisory board for Stowell & Associates.
 
Her education includes an Economics degree from Princeton University and a Master of Science degree from the Harvard School of Public Health.