BFG News & Notes
February 11, 2019
This week across Maryland, we’re expecting some significant winter weather which may have an impact on our employees’ hours. As always, we’re balancing our commitment to making sure our employees aren’t taking unnecessary commuting risks with our commitment to responsive client service. As such, most of our employees have remote access and can work from home as needed on snow days. Please be patient with everyone who may have limited time in the office or who may need to work from home a bit this week.
Please “Like” Our New Facebook Page
As a part of our rebranding, our new Facebook page has been published and will be replacing the Facebook page for Brotman Financial Group in the near future. Please take a moment to “Like” our new page at:
We have begun receiving messages from clients looking for 1099s, K-1s, and other tax documents related to our work together. As a reminder, we recommend waiting until March 1st to begin your income tax preparation due to the high frequency of tax document revisions which we’ve experienced over the past few years. Asset managers and custodians do their best to get timely information to all account holders, but sometimes delays or amendments are unavoidable, so please wait for a few more weeks before filing your returns.
Episode 3 is Live!
We are excited to announce that episode 3 of our new "Don't Retire...Graduate!" podcast is live. In this episode, Eric Brotman and his guest, Kathleen Benjamin, Chief Operating Officer at BFG Financial Advisors, discuss how to prepare for Act 2 career and what to do professionally in retirement.
January 23, 2019 - Reminders About Income Tax Preparation
It’s late January and like many Americans all of us at BFG have begun getting tax reporting documents in the mail every day and taxes are at the top of mind. In preparation for tax season, here are a few reminders about income tax preparation.
January 02, 2019 - Brotman Financial Group Launches BFG Financial Advisors!
As you are likely aware, we started the new year with a new name and logo, and that means social media updates. Please check out our new company LinkedIn page at https://www.linkedin.com/company/bfgfa/ and connect with us if you haven’t already.
December 26, 2018 - Toy Drive - Thank You!
All of us at BFG hope that you and your families are enjoying the holiday season. Just before the holiday at our open house, we collected toys for the children at St. Vincent’s Center – a part of Catholic Charities – and it was our most successful toy drive to date.
November 19, 2018 - Happy Thanksgiving!
This week, we pause to celebrate Thanksgiving and the many blessings we are fortunate to enjoy. Our office will be closed on Thursday and Friday, and we’ll have a small group of people here on Wednesday, as many of our employees travel to celebrate with family and friends.
November 5, 2018 - Retirement Plan Contribution Limits for 2019
This week, the IRS announced all of the retirement plan contribution limits for 2019. For those of you who maximize your retirement savings through an employer-sponsored plan, you’ll need to verify with your H.R. department that you want to increase your contributions as of January 1, 2019. For those of you funding IRA, Roth IRA, or SEP-IRA accounts managed by BFG, we’ll be assisting with this process and reminders, as always.
October 30, 2018 - Board Meeting Highlights
The advisory board members got a peek at our new company name, logo, and branding, and we’re very happy to report that the board unanimously approved our new design. The formal unveiling will take place during our open house anniversary event on December 13th, and you will all be receiving formal invitations and details soon. It’s going to be a really fun and memorable event!