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 …
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 …
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 …
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 Juan’s question: “Is it better to skip investing in the stock market and buy real estate instead?” It’s not necessarily wise to go all in for either option, and Eric explains the pros and cons of each. Have a question? Post it in the comments, tweet it to us …
Building a Path to Financial Freedom with Eric Brotman Positioning yourself for financial freedom early on in life is the best way to do it, and creates a greater chance of success. However, this can be done at any age through discipline and planning. Certified Financial Planner Eric Brotman has written several books on the …
Don’t Retire… Graduate! Eric joined the Truly Fit podcast to talk about turning retirement into a graduation.
Don’t Retire… Graduate! with Eric Brotman Shellee and Eric discuss: – Financial literacy is not taught in school and young adults don’t understand the concept of how much the cost of living is. – It is hard to teach kids the concept of earning and saving money. – Things you can do as a parent …
In today’s Office Hours, Eric answers Logan’s question: “will the stock market recover in 2023?” There’s no way to know this for sure, but Eric shares his take on how this time is different, how the stock market may behave in the coming year based on history, and what you may want to start doing …
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