Published on Forbes.com They say only two things in this life are certain: death and taxes. While that may be true, what if I told you that you could minimize your tax bill while you’re alive and contribute a meaningful donation to your favorite charity after you die? Read More
Published on Forbes.com Many solutions have been discussed—from full loan forgiveness to tuition payment plans to simple tough love—but few steps have been taken to lower the student loan burden that’s crushing the (mostly) millennial generation. Read More
Published on Forbes.com Across the country, laws that regulate how and why a salesperson can sell you a financial product (insurance, stocks, financial plans, etc.) are changing in attempt to protect consumers. Here’s everything you need to know so far. Read More
Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step…
Published on Forbes.com Babies don’t stay babies for long. What can you do now to set your kids up for a successful retirement? Read More
Published on Forbes.com Don’t have life insurance? Find out how taking out a policy now can help you in retirement. Read More
Published on Forbes.com Switching jobs? Here’s how to avoid mistakes that could cost you in retirement. Read More
Published on Forbes.com There is a new bill being discussed in Congress called the SECURE Act. Whether in its current state or a newer version, this multi-faceted and bi-partisan plan is likely to pass in the near future. What are the likely terms of the SECURE Act and how might it affect your financial future? …
Published on Forbes.com With a bear market likely on the horizon, make sure the choices you’re making align with how long you have until retirement. At 25, you shouldn’t be making the same decisions as your parents at 60 or vice versa. Here are ways you can plan according to your current situation. Read More
Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon. In this episode: What…
