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.
Life After Loss: Navigating Your Finances After Losing a Spouse Navigating your finances after the loss of a spouse can seem impossible. You’re not in it alone. Join BFG Financial Advisors’ COO Lena Nebel for an in-depth discussion of what you should know regarding your financial plan, benefits, estate, insurance, and more. Download the Executor Checklist …
Welcome back to Don’t Retire… Graduate! While nobody goes into a marriage thinking about divorce, it’s one of only two ways every marriage ends (the other being death, of course). Today’s guest Tracy Coenen has seen her fair share of divorce and is here to talk about a common cause for marriages to end: financial …
In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete? ” With the growth of FinTech and robo-advisors, the role of a financial advisor does seem to be changing but it may also be becoming more important to have someone in your corner. Have a question? Tweet it to us at @BrotmanPlanning, or …
In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete?” With the growth of FinTech and robo-advisors, the role of a financial advisor does seem to be changing but it may also be becoming more important to have someone in your corner. Have a question? Post it in the comments, tweet it to …
Welcome back to Don’t Retire… Graduate! Today’s guest is Bobbi Rebell, a fellow University of Pennsylvania alum, is here for a reunion to talk about topics that we’re all thinking about (at least, we money nerds are): financial wellness, student loans, stress, and how to prepare the next generation for the future. Bobbi is the …
How To Graduate into being a Financial Grownup (and Eventually Retire!) From financial wellness to tough love on what it really takes to control how and when you retire, Don’t Retire.. Graduate author Eric Brotman shares a unique perspective on how financial grownups can make their long term goals a reality- even if the math …
In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and understanding the different fee structures for financial advice and when they are appropriate can help you choose your advisor. Have a question? Post it in the comments, tweet it to …
In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and understanding the different fee structures for financial advice and when they are appropriate can help you choose your advisor. Have a question? Tweet it to us at @BrotmanPlanning or post …
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.
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