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
Financial Planning
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
Help Needed?: Why You Should Seek A Financial Advisor
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
Ask A Financial Advisor: Who Are Your Typical Clients?
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
How the Financial Media Encourages Bad Behavior
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…
Ask A Financial Advisor: Are You Part Of A Team?
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