Setting Up Our Kids For A Successful Retirement
Published on Forbes.com Babies don’t stay babies for long. What can you do now to set your kids up for a successful retirement? Read More
Sara Lohse
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
The Job-Jumping Generation: Mistakes Millennials Are Making When Changing Jobs
Published on Forbes.com Switching jobs? Here’s how to avoid mistakes that could cost 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? …
The Next Bear Market Is Coming: Is Your Retirement Portfolio Ready?
Published on Forbes.com With a bear market likely on the horizon, make sure the choices you’re making align with how long you have until retirement. At 25, you shouldn’t be making the same decisions as your parents at 60 or vice versa. Here are ways you can plan according to your current situation. Read More
Episode 12: Why Tax Planning Is More Than Just Filing Tax Returns
Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon. In this episode: What experts should you work with to help with your taxes? What tax changes do most people need …
Three Ways To Turn Savings Into Retirement Income
Published on Forbes.com If you’re nearing retirement age, you most likely have a nice little nest egg you’re sitting on that will act as your income once the paychecks stop rolling in. But how do you take that money and turn it into income that will last throughout your retirement? Read More
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
Episode 11: Using Home Equity as a Working Asset
Eric Brotman breaks down the pros and cons of reverse mortgage strategies in reaching and maintaining financial independence, with mortgage specialist Neil Sweren. In this episode: Making sure one of your largest assets isn’t “unemployed” when you retire. What is reverse mortgage? What are the restrictions and qualifications? Understanding the pros and cons of reverse …
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
