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…
Published on Forbes.com If you’re nearing retirement age, you most likely have a nice little nest egg you’re sitting on that will act as your income once the paychecks stop rolling in. But how do you take that money and turn it into income that will last throughout your retirement? Read More
Published on Forbes.com The truth is, “financial advisor” is an umbrella term, but not every advisor has the same expertise or is trained to handle exactly what you need. Make sure you understand exactly what you’re looking for so you know which of these experts can help you. Click here
Published on Forbes.com In a Do-It-Yourself society, we often try to avoid asking for help because “we got this.” But when it comes to your financial future, the consequence of DIY retirement planning could be a lot worse than a bathroom remodel gone wrong. Read More
Published on Forbes.com Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor’s client roster. Read Article
Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are…
Published on Forbes.com When you’re interviewing potential financial advisors, there are a lot of questions you’ll want to ask to make sure you’re choosing the right advisor for you. One very important question to ask is this: Do you have a team? Here’s why. Read Article
Published on Forbes.com Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting? Read Article
