Between the economic uncertainty caused by COVID-19 and one of the most polarizing elections of our country’s history, we have seen more fluctuation in the market than in recent years. While fluctuation is normal, it can cause people to make bad decisions with their money–like panic selling. Read the Article
December is a natural time to be thinking about money moves that families can make to transfer wealth, to reduce taxes, or to support charity organizations. Here are a few things investors and their extended families should be thinking about this month. Read the Article
In today’s Office Hours, Eric answers Jason’s question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? Have a question? Tweet it to us at @BrotmanPlanning and it may be…
Eric Brotman, CFP, and Marianne Oehser, Certified Retirement Coach, host this free webinar to discuss what three things the happiest retirees have in common and how you can start planning for it now.
Alumna Lena M. Nebel, CFP, MSFS discusses employee benefits and 401K information with the York College of Pennsylvania community.
In today’s Office Hours, Eric answers Jason’s question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Read the article mentioned in the …
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life.
According to a new study by UNest, there is a trend among parents of young children (17 and younger) to prioritize saving for their children’s future over their own. The pandemic has caused a change in our financial priorities, with children taking the lead by a landslide. Is this a good thing? Read the Article
I talk a lot about Roth 401(k)s and IRAs in articles, podcast episodes, and even client meetings. Generally, that message is for someone in their early 20s who is new to the corporate world and probably not making a lot of money. Is it still a good option for those who are in higher tax …
Student loans are a huge problem in our country, but pensions are becoming less common and the Social Security system is seeing worsening problems. Retirement planning is shifting from the three-legged stool model to the YOYO model–you’re on your own. So how do we know what to prioritize? Read the Article
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
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