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BFG News & Notes

February 11, 2019

Winter Weather

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:

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Tax Reminder

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.

Listen to Episode 3

February 4, 2019 - Open House Video

Take a look at a video capturing some of the highlights of our 15th anniversary open house a few weeks ago. Thanks again to everyone who participated in making the event such a success!

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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.

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January 07, 2019 - Reflections and Resolutions!

Like many Americans, the beginning of a year is a time for reflection and resolutions. At BFG, we try to help our clients and their families create and maintain good habits around spending, saving, and investing.

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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 and connect with us if you haven’t already.

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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.

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December 17, 2018 - The Big Reveal!

Last week was an incredibly special one at our office. On Thursday, we hosted our 15th anniversary event and annual toy drive for St. Vincent’s Center.

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December 03, 2018 - The Big Event!

The BIG EVENT is a week from Thursday, December 13th when we celebrate our 15th anniversary with an open house from 4-7 pm at our office. 

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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.

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November 12, 2018 - Opportunity Cost

In economics and finance, the concept of “opportunity cost” adds the financial cost of not making various decisions to the actual cost of each decision we make. In other words, it is the loss of potential gain from other alternatives whenever one is chosen.

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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.

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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!

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October 22, 2018 - Frederick "Meet & Mingle"

Last week, members of our team hopped on a bus and attended a “Meet & Mingle” with about 3 dozen clients and their guests in Frederick, Maryland.

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October 9, 2018 - Growing BFG family!

We are excited to announce that this past Thursday, our own Jaclyn Dunn, CFP® and her husband Jamie welcomed their first child, Makenzie Brianne to the world.

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October 2, 2018 - Year-End Calls in Full Swing

The 4th quarter is here and BFG’s year-end calls are in full swing. If you have not yet scheduled yours using our new online scheduling system, please contact Jennifer Palumbo.

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September 24, 2018 - BFG Roadshows

Last week we hosted our first “BFG Meet & Mingle” event of 2018 in Harlingen, Texas. We had a good number of clients and their guests attend, and a great time was had by all!

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September 18, 2018 - Year-End Tactical Calls

Year-end tactical calls begin this week, and we’re excited to be speaking with almost 400 families between now and November 30th.

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September 10, 2018 - Online Scheduling System is LIVE!

The new system has worked beautifully and dozens of calls were scheduled over the weekend. If you did not yet receive an e-mail, please expect it in the next few days.

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September 4, 2018 - BFG Advisory Board Orientation

This Thursday, the BFG Advisory Board is hosting an orientation and welcoming five new members to our group of 18 to serve three-year terms.

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