Published on Forbes.com Best-selling author Arlene Cogen has taught people of all backgrounds, situations and socioeconomic statuses that giving back to the community isn’t as complicated as it seems—and isn’t just for the 1% Click here
Published on Forbes.com Millennials are looking to gain financial independence much sooner than previous generations. But to do that, they need to avoid some major pitfalls that could derail their plans. Read Article
Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff. During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into…
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…
