Broker Check

Published Articles

May 1, 2019

Forbes.com
"Ask A Financial Advisor: How Often Will We Meet Together?"

Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting?

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April 23, 2019

Forbes.com
"Financial Planning 101: Where Do I Start?"

When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match.

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April 16, 2019

Forbes.com
"The Cost Of Financial Independence: How You Pay Your Advisor"

Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid.

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April 9, 2019

Forbes.com
"You're On Your Own: Rethinking Your Retirement Income Sources"

The classic model of retirement income is the three-legged stool: the largest chunk comes from your pension, then your Social Security. Your savings only needed to account for about 10% of your income. Throw out that idea and understand this model: you're on your own.

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April 5, 2019

Forbes.com
"So You Think You Should Downsize"

As an empty nester with children who have grown up and started their own families, and a retiree with less of a steady income, downsizing your living arrangements may be something you need—and want—to do. Here are a few things you should and should not do when thinking about downsizing.

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April 2, 2019

Forbes.com
"From Diapers To Daycare: Financial Planning For Growing Families"

Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family.

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March 26, 2019

Forbes.com
"Getting Married? It's Time To Plan For Retirement"

Planning for a marriage doesn’t end at the wedding planning. You’re no longer planning your finances independently. Making sure you're prepared to retire as a couple means starting to think about your financial situation even before you put on the rings.

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March 19, 2019

Forbes.com
"Financial Considerations For The Future: Buying A House"

The American dream as we’ve always known it is to find yourself in the big house with the white picket fence. That’s how you know you’ve made it. But is a purchase as immense as your own home a good financial decision for everyone? Consider these factors before you start talking to realtors.

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March 15, 2019

Forbes.com
"Your Legacy: Leaving Behind More Than Money"

What we leave behind can have a monumental impact on the people in our lives. As you plan to reach financial independence in preparation for your own retirement, start thinking about what you want to leave behind and how you can make your impact greater—financially and emotionally.

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March 12, 2019

Forbes.com
"Rethinking Tax Considerations When Planning To Retire"

There is a common misconception that when you reach your retirement years, your income will be lower and therefore you’ll be in a lower tax bracket. But planning to be in a lower tax bracket means you’re not properly preparing for the future. Here is how you can rethink taxes going into retirement.

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March 5, 2019

Forbes.com
"The Sandwich Generation: Financial Planning On A Multigenerational Level"

Building wealth and reaching financial independence is not always easy, and it gets even more difficult when you’re sandwiched between two generations who need your support. There are multiple things to consider when navigating financial decisions for yourself, your parents and your children.

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February 26, 2019

Forbes.com
"Saving For Retirement In Your 20s: The Effect Of Student Loans"

Saving money at a young age can be difficult for multiple reasons, not the least of which is the growing financial burden of a college education. Here are some things you should think about if you’re considering taking—or have already taken—student loans.

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February 20, 2019

Forbes.com
"The Final 5 Steps To Building Wealth"

Building wealth is an endeavor that should begin when you’re young and continue throughout your career. Combined with the first five steps previously discussed, following these final steps can help you build wealth to prepare for financial independence in the future.

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February 15, 2019

Forbes.com
"The First 5 Steps To Building Wealth"

Retirement is the one expense in the world you cannot borrow for, so building wealth throughout your career is essential if you ever want to reach financial independence. Following these five steps will help you build up your savings and assets now so you can retire in the future.

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February 12, 2019

Forbes.com
"Why Retirement Planning Should Start In Your 20s"

In this week's Forbes.com article, Eric shares four easy ways to start planning retirement in your 20s and why its important to start early.

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February 5, 2019

Forbes.com
"Preparing For Retirement: Understanding Social Security And Making It Work For You"

In this week's Forbes.com article, Eric Brotman discusses Social Security, and what you need to know to maximize your benefit.

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January 28, 2019

Forbes.com
"Changing The Way We View (And Practice) Retirement"

Eric Brotman is now a contributor to Forbes.com! In his first article, he explains why it's time to rethink the way we view and practice retirement. Please check back weekly for new columns!

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December 13, 2018

Baltimore Business Journal
"From retirement to debt management, here's how
different generations approach financial planning"


Eric Brotman recently spoke to the Baltimore Business Journal about the aspects of advising Baby Boomers, in a feature about how different generations approach financial planning.

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October 9, 2014

Chief Executive Group
"7 Retirement Tips for CEOs"
By Eric Brotman
Eric Brotman shares seven retirement tips for CEOs with the readers of ChiefExecutive.com.

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