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 …
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.
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 …
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 …
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
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…
