Sunset Financial Services

To Help Discover Where Your Financial Future Is...

ANNOUNCMENT:  Helen Hogan has been named one of the Top 100 Wealth Managers in NJ for client satisfaction as announced in the January 2011 issue of NJ Monthly Magazine.

Helen has also been quoted in the following articles:

 http://www.smartmoney.com/personal-finance/marriage-&-divorce/divorce-over-50-mistakes-to-avoid-1300832383830/ 

https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-four-stages-of-retirement&topic=living-in-retirement 

Helen L. Hogan, investment advisor representative of Sunset Financial Services*, specializes in providing financial planning* to professional couples and individuals.  Helen guides them in harnessing their financial power to help provide the financial future they've earned.  She eases financial concerns by personally educating and empowering clients to be in control of their financial future.

Helen's unique background in project management and  psychology helps keep her clients on track by fostering the communication needed to proactively establish and pursue a mutual financial future. Additionally, Helen's 6+ years of experience as a financial advisor enables her to provide sound and unique solutions to each client's financial concerns or challenges.

Helen employs a three-step process with each new client through which she:

  • Helps clients clarify their financial goals for the future
  • Educates clients in the financial planning process*
  • Empowers clients with the knowledge to make the right decisions

This process prepares clients for the services that Helen is most passionate about:

  • Protection of the family and their goals throughout all stages of their life
  • Assessment and adjustment of investment portfolios*
  • Uncovering financial resources when needed
  • Freeing up overlooked assets
  • Budget creation and understanding of cash flow

Call Helen today to put your family on the road to being back in control of your financial future.
Calculators

Life Insurance

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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