Paula Hogan
Areas of Expertise: comprehensive fee-only planning and portfolio management for individuals and families
Website: www.paulahogan.com
Topics Presented in Speeches: integrating the management of human and financial capital, intergenerational communication, comprehensive financial planning
E-Mail: paula@paulahogan.com
Biography:
Paula Hogan is a nationally recognized leader in the financial advisory field. She is a frequent speaker on financial planning topics and has authored several articles for the Journal of Financial Planning as well as for the AAII Journal. Paula has served on the national boards of both NAPFA and the Financial Planning Association, and she is a past president of the AAII Milwaukee chapter. Bloomberg Wealth Manager has named her multiple times to its national list of the Top 50 Women In Wealth.
Paula’s education includes an economics degree from Princeton University and a Master of Science from the Harvard School of Public Health. She founded her firm, Paula Hogan (formerly known as Hogan Financial Management), in Milwaukee, Wisconsin, in 1992.
Paula Hogan, CFP, CFA, is a fee-only adviser based in Milwaukee, Wisconsin, and a frequent speaker and author in the financial planning field. She maintains a website at www.paulahogan.com.
Recent Articles
Get Organized! How to Maintain Your Personal Financial Files
UPDATES ● FINANCIAL PLANNING ● April 2019
Consumer Financial Protection in the Current Economy
AAII JOURNAL ● FINANCIAL PLANNING ● May 2012
The Role of Inflation-Indexed Annuities
AAII JOURNAL ● INSURANCE PRODUCTS ● March 2011
Human Capital and the Theory of Life-Cycle Investing
AAII JOURNAL ● PORTFOLIO STRATEGIES ● May 2008
Get Organized! How to Maintain Your Personal Financial Files
AAII JOURNAL ● FINANCIAL PLANNING ● May 2006
For Long-Term Investors, the Focus Should Be on Risk
AAII JOURNAL ● PORTFOLIO STRATEGIES ● June 2005
What You Need to Know About Long-Term Care Insurance
AAII JOURNAL ● INSURANCE PRODUCTS ● May 2005
What You Need to Know About Long-Term Care Insurance
AAII JOURNAL ● INSURANCE PRODUCTS ● May 2005
How to Make Personal Finance "Connect" With Young Adults
AAII JOURNAL ● FINANCIAL PLANNING ● August 2003
A Top-Down Financial Review: Where the Risks Are Lurking
AAII JOURNAL ● PORTFOLIO MAKEOVER ● January 2003
The Shrinking Equity Premium and What It Means to Investors
AAII JOURNAL ● PORTFOLIO STRATEGIES ● October 2002
A Guide to Dealing With an Estate Planning Attorney
AAII JOURNAL ● ESTATE PLANNING ● July 2002
A Guide to Dealing With an Estate Planning Attorney
AAII JOURNAL ● FINANCIAL PLANNING,ESTATE PLANNING,ADVISERS ● July 2002
Features »
Money and Kids: A Parental Guide to Teaching Financial Responsibility
Knowing how to use money wisely is a critical skill that is best learned starting at a young age. Imparting this knowledge is an issue many parents wrestle with.
June 1994 | Journal