In today’s Office Hours, Eric answers Jenna’s question: “how much should I have in an emergency fund?” This can vary based on a lot of factors, and emergency funds don’t need to just be in the form of savings accounts. Eric explores the different layers that can make up your emergency fund and the rules …
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 …
In today’s Office Hours, Eric answers Jason’s question: “what are a few basic aspects of a financial plan that I can create myself?” The truth is, you can do it all yourself or with the help of a few vendors. A financial planner is not necessarily needed. But which way is right for you? Have …
In today’s Office Hours, Eric answers Matthew’s question: “is it better to pay over the asking price for a house or just rent?” There is so much going on in the market right now that is making purchasing a home — especially your first home — particularly difficult and expensive. Do you go for it …
In today’s Office Hours, Eric answers Mark’s question: “if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?” Unfortunately this is not a circumstance many of us will see ourselves in, but let’s talk about it anyway. …
Employee Financial Wellness and the Long-term Success for the Business In this HCI Podcast episode, Dr. Jonathan H. Westover talks with Eric D. Brotman about employee financial wellness and the long-term success for the business. See the video here: https://youtu.be/IzmLM80rnlk. Eric D. Brotman, CFP®, AEP®, CPWA® (https://www.linkedin.com/in/ebrotman/) is Chief Executive Officer of BFG Financial Advisors. He began his …
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.
In today’s Office Hours, Eric answers Felix’s question: what is the most valuable employee benefit I should take advantage of? This is a great question and the answer varies by person, but there are a few employee benefit options that most people underutilize and even ignore. Have a question? Post it in the comments, tweet …
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.
Give Your Stakeholders a Say with Eric Brotman Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits …
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