Sara Lohse

How COVID-19 May Impact Your Retirement Planning

Published on Forbes.com The world has been in a panic since the outbreak of coronavirus, causing almost unprecedented market volatility. Here is my advice on how you should react to the current state of the market, based on your retirement schedule. Read Article

To Roth Or Not To Roth Part 2: Conversion Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what…

Student Loans vs. Retirement Planning

What should be your priority?

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and…

To Roth Or Not To Roth: Contribution Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com Without diving too deep, there are two basic types of IRAs and 401(k)s: traditional and Roth. While both have their benefits, determining which type is right for you is dependent on multiple factors, the biggest of which being your age. Should you be contributing to a Roth account at your age? Read

Money Matters Top Tips

Adam Torres interviews Eric Brotman, CFP®, AEP®, CPWA®, CEO of BFG Financial Advisors, President of Brotman Consulting Group & Podcast Host at Don’t Retire…Graduate! in this episode.

Financial (In)Security: The Pros And Cons Of The SECURE Act

Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they

The F Word

On today’s episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors. In today’s chat we will discuss: Gender Differences in Financial Planning: Does it matter? Estate Planning: Is it only for the wealthy? CFP® certification: Why it’s the designation of choice for

5-Minute Finance: When It Comes To College, Planning Is Personal

Published on AdvisorNews.com Kathleen Benjamin shares some useful strategies for using financial vehicles to help families plan for college, no matter where they are in life. Click here