Published on Forbes.com When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match. Read Article
Published on Forbes.com Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid. Read Article
The Money Jar Podcast Description: Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his …
Published on Forbes.com The classic model of retirement income is the three-legged stool: the largest chunk comes from your pension, then your Social Security. Your savings only needed to account for about 10% of your income. Throw out that idea and understand this model: you’re on your own. Click here
Published on Forbes.com As an empty nester with children who have grown up and started their own families, and a retiree with less of a steady income, downsizing your living arrangements may be something you need—and want—to do. Here are a few things you should and should not do when thinking about downsizing. Read Article
In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau. In this episode: Tips for first-time homebuyers Why you should consult with a real estate agent before taking any next…
Published on Forbes.com Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family. Read Article
Published on Forbes.com Planning for a marriage doesn’t end at the wedding planning. You’re no longer planning your finances independently. Making sure you’re prepared to retire as a couple means starting to think about your financial situation even before you put on the rings. Read More
In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find…
Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create…
