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BFG News & Notes

Tax Day Recap

Another tax season has passed and this one included more rhetoric than normal as a result of the tax plan which was enacted on January 1, 2018. For many Americans, the changes were significant – a greater standard deduction, coupled with limits on federal deductions for state and local income taxes and real estate taxes, meant that only about 5% of American taxpayers were estimated to be itemizing deductions in 2018. In addition, lower withholding rules for employers meant less taxes paid throughout the year for most workers and therefore smaller refunds for taxes which were withheld in excess of those calculated to be due. All in all, it’s always a relief to have taxes paid and to know that we have nearly a year before the cycle of paperwork begins anew. 

April 8, 2019 - Listen to Our Latest Podcast

We’ve hit two important midpoints here at BFG: the middle of our clients’ 2019 annual strategy meetings and of the recording season for our podcast, Don’t Retire… Graduate! Find out how to schedule your meeting, catch up on the first seven podcast episodes, and learn how retirement trends are shifting for today’s adults.

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March 18, 2019 - Take a Look Back on Our History

Do you know how BFG Financial Advisors came to be? Take a look back on our history and gain some valuable advice on comforting loved ones during times of grief.

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March 5, 2019 - Meet the full BFG team and download a contact sheet

Meet the full BFG team and download a contact sheet so you’re never on your own with your financial planning! Plus, learn the key differences in marital statistics between genders after age 65 and how we use that data to plan for multigenerational families financially.

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February 19, 2019 - Wisdom from Winston Churchill

Winston Churchill once said, “No idea is so outlandish that it should not be considered.”

That type of open mind may not be frequently demonstrated in politics, but at BFG we have set up an environment to make sure we are getting diverse ideas and opinions from as many people as possible.

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February 11, 2019 - Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

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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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Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

Learn more

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 https://www.linkedin.com/company/bfgfa/ 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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