Downsizing in Retirement: The Do’s and Don’ts https://www.youtube.com/watch?v=-NQR2ZZET5A When you’re graduating into the next chapter in your life, there are going to be a lot of large changes you need to be prepared for. As an empty nester with children who have grown up and started their own families, and a retiree with less of …
Saving money and getting out of debt can be hard, but with the right tools, strategies, and guidance, it is possible. Join BFG Financial Advisors and Budgets Made Easy for a one-hour webinar that gives you actionable advice and simple steps to help you reach your financial goals.
https://youtu.be/5o7axDkpBzc Planning a wedding? Looking to get engaged? Newly married? Join Cody Niedermeier and Lena Nebel, CFP®, for a webinar that will help you check all the boxes and merge seamlessly into a marriage with shared finances. Learn what should be titled jointly, what should stay separate, and if a prenuptial agreement is a good …
New year, new you, right? Join Cody Niedermeier and Eric Brotman, CFP(R) to find out what you need to start doing NOW to be successful in your financial future. This webinar will cover topics that are important at any age–like taking a financial inventory and paying yourself first–and some actions that need to be taken …
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.
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.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
Investor Disclosures: https://bit.ly/KF-Disclosures
Copyright © Brotman Media Group
