Financial Planning

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

How COVID-19 May Impact Your Retirement Planning

Published on Forbes.com The world has been in a panic since the outbreak of coronavirus, causing almost unprecedented market volatility. Here is my advice on how you should react to the current state of the market, based on your retirement schedule. Read Article

Financial (In)Security: The Pros And Cons Of The SECURE Act

Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they

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

Are New Financial Regulations In Your Best Interest?

Published on Forbes.com Across the country, laws that regulate how and why a salesperson can sell you a financial product (insurance, stocks, financial plans, etc.) are changing in attempt to protect consumers. Here’s everything you need to know so far. Read More

How Financial Coaching Can Help Get Anyone Started in Planning for Retirement

Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step…

How Life Insurance Can Help You Plan For Retirement

Published on Forbes.com Don’t have life insurance? Find out how taking out a policy now can help you in retirement. Read More

How Upcoming Changes To Retirement Savings Laws Will Affect Your Financial Future

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?

Getting What You Need From A Financial Advisor

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