It was announced that Tesla is being added to the S&P 500 Index, but having a newsworthy change to an index may not mean it’s a good investment—it may just mean the opposite. Let’s talk about what index funds are and whether they’re a good choice for your retirement portfolio. Read the Article
Eric is joined by Rob Berger, host of the Financial Freedom Show, to discuss how young adults can start making decisions early to reach financial freedom, and the struggles many people face when transitioning into financial independence. What is…
Between the economic uncertainty caused by COVID-19 and one of the most polarizing elections of our country’s history, we have seen more fluctuation in the market than in recent years. While fluctuation is normal, it can cause people to make bad decisions with their money–like panic selling. Read the Article
Eric Brotman, CFP, and Marianne Oehser, Certified Retirement Coach, host this free webinar to discuss what three things the happiest retirees have in common and how you can start planning for it now.
According to a new study by UNest, there is a trend among parents of young children (17 and younger) to prioritize saving for their children’s future over their own. The pandemic has caused a change in our financial priorities, with children taking the lead by a landslide. Is this a good thing? Read the Article
Student loans are a huge problem in our country, but pensions are becoming less common and the Social Security system is seeing worsening problems. Retirement planning is shifting from the three-legged stool model to the YOYO model–you’re on your own. So how do we know what to prioritize? Read the Article
November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having an election result could be worse for your retirement plan than your favored candidate losing. Read the Article
It’s time to talk about what may be the best-kept secret when it comes to saving money on taxes: Health Savings Accounts. The benefits of this account are so great that it almost feels like the IRS made a mistake and wouldn’t want us to know about it. Read the Article
Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…
Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….
