https://youtu.be/ML2SmrQg1yg Welcome back to Diary of a Financial Advisor! In today’s episode, we’re tackling an often overlooked—but extremely important—aspect of personal finance: estate planning. Joining me for this conversation is our frequent guest, Kobe Bolanos, an advisor with BFG Financial Advisors who brings tremendous energy and advocacy for financial literacy. Kobe’s background includes experience in …
Join us for a free webinar featuring attorney Jill Snyder and Certified Financial Planner, Eric Brotman. Together, they will guide you through the essential financial, tax, and legal steps to take during a time in your life that can feel overwhelming and uncertain. With their advice, you’ll gain the confidence to manage estate matters, taxes, …
https://youtu.be/-rIkw6g4CEc Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for a FREE hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about …
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful. Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around: Levels of care for aging …
Eric joined Jamie Lima on the Broke Up, Not Broke(n) podcast to talk about the intricacies of financial planning related to marriage and divorce. This conversation covers a wide array of topics including prenuptial and postnuptial agreements, the financial priorities that matter more than lavish wedding plans, how to manage pensions and life insurance, and …
As our loved ones age, it can be challenging to navigate the changing responsibilities and understand everything that needs to be taken care of. Join BFG Financial Advisors for a FREE webinar, featuring experts in estate planning, home healthcare, and care facilities to help you understand what needs to be done and find resources to …
Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for an hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about money Tax-favored …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
Young Money: Tools and Strategies for Raising Financially Responsible Kids We all want our children to be set up for successful futures, but when personal finance isn’t taught in schools, how can we make sure they know how to make good decisions with their money? This one-hour webinar to go through tools and strategies for …
There are a million ways you can teach your children about money. I’d like to share the method I started with my own daughter that has not only encouraged her to start saving for her future early but inspired her to be charitable and led to some of the prouder moments I’ve experienced as a …
