Published on Forbes.com While many employees spend time thinking about their 401(k) plans and health insurance, now is also the time to get more familiar with the best legal tax-avoidance strategy available to American taxpayers: the Health Savings Account. Read Article
Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges…
Published on Forbes.com It’s time to give credit where credit is due: millennials understand retirement in a way that no other generation has. Read Article
Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode: Career Pivots and the idea that logical incremental steps can take you anywhere career…
Gender Differences in Financial Planning with NBC’s Today Show’s Jean Chatzky
Published on Forbes.com There a lot of things to think about when planning for retirement, and they can vary based on a lot of factors—including gender. Read More
Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what…
Published on Forbes.com Historically, people believed that the best—and only—way to invest for retirement was to buy stock in companies that paid predictable and rising dividends. Today, if your financial advisor recommends only this method, it may be time to start looking for a new advisor. Read More
Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life “Rich” doesn’t…
Published on Forbes.com Your children have grown up and graduated from college. They’re doing the “adulting thing,” as they may say. No longer paying tuition—if you were footing the bill—is a financial relief in itself, but here are more steps you should take to make sure your adult children don’t jeopardize your retirement plans. Read …
