Tips for Making the Most of Your Inheritance
May 3, 2021
Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that
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Preparing Teens for Financial Adulthood
April 20, 2021
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income
Creating a Successful Business Succession Plan
December 7, 2020
An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you
Understanding Your Retirement Income Plan
December 1, 2020
Manage cash flow in retirement with multiple income streams When you retire, you get to bid farewell to the working world. That’s the good news.
How to Make a Wealth-Transfer Plan
November 2, 2020
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
The Importance of Long-Term Care Planning
November 2, 2020
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily
Preparing for Healthcare Costs in Retirement
October 8, 2020
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when
Understanding Retirement Income Tax
August 24, 2020
When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources
6 Steps to Protecting Your Wealth During Divorce
August 24, 2020
A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more
5 Rules of Long-Term Investing
July 31, 2020
These best practices can help you stay invested during the market’s ups and down The COVID-19 pandemic helped put an end to the longest bull
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
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