Sara Lohse

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

Office Hours: The Financial Pros and Cons of Returning to Work

In today’s Office Hours, Eric answers Madelyn’s question: I’m thinking of returning to work, but I’m worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

The Financial Pros and Cons of Returning to Work

In today’s Office Hours, Eric answers Madelyn’s question: I’m thinking of returning to work, but I’m worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it…

Being A Millennial May Pay Off Thanks To COVID-19

While the global effect of the coronavirus is undeniably tragic—from the heartbreaking death tolls to the anxiety-inducing market drops—it is important to try to find a silver lining. Is there anything good that can come from this? Read the Article

Tax-Efficient Ways To Save For The Future

For anyone trying to save money, getting started can be the hardest part. Before you start, there are two important things I want you to understand: why you’re saving money and how you can do it with specific goals in mind. Read the Article

Retirement in the Wake of COVID-19: Finding Opportunities in the Changing Global Landscape

In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus.  Bullet points of what is covered during the…

So What’s the Good News?

Finding a Silver Lining During COVID-19

Office Hours: The Good News

In today’s Office Hours, Eric answers the question that everyone has been thinking: So what’s the good news? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Webinar

COVID-19 Economic Update with Economist Anirban Basu Join BFG Financial Advisors for a webinar featuring renowned economist Anirban Basu! Anirban will be sharing his insights and predictions for what you can expect to see in the coming months after COVID-19 shook the nation (and the world).  Monday, May 47 PM EST Register to Attend

Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the…