How Millennials are Changing the Retirement Conversation
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
Sara Lohse
Repurposing your Lifelong Career
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
Gender Differences in Financial Planning with NBC’s Today Show’s Jean Chatzky
Gender Differences When Planning For Retirement
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
Creating a Legacy Through Charitable Planning
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…
Retirement Income: Not Just Dividends
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
Income Strategies for Retirement Planning
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…
The Allowance Ship Has Sailed: Keeping Your Grown Children From Sinking Your Retirement Plans
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 …
Reduce Your Tax Bill, Help A Charity, And Get Income For Life
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
A Solution To The Student Loan Crisis May Be On The Horizon
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