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Paula Hogan
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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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Everyone talks about the importance of tax planning, but how do you recognize a tax planning opportunity? 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 ositive 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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Thanksgiving, as with all gatherings with your loved ones, is a wonderful time of sharing. This Thanksgiving, think about what you want to share--and what you might want to learn--from other generations. 

#Wealthinking http://blog.paulahogan.com/wealthinking/bid/326303/Talking-Turkey-at-Thanksgiving-The-Power-of-Saving-Early
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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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Rick and Paula trace the evolution of theory in our industry from an initial focus mainly on product, then on policy, and now on process.  

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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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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The next time you feel frustrated with your personal financial planning, take hope and inspiration from the Founding Fathers. They hit a home run. You can too.

http://blog.paulahogan.com/wealthinking/bid/337310/Founding-Fathers-Financial-Planning-Lessons #Wealthinking
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Have them in circles
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414-352-9111
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250 West Coventry Ct #202 Milwaukee WI 53217
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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.