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Published Articles

March 5, 2019
"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
"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
"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
"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
"Why Retirement Planning Should Start In Your 20s"

In this week's 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
"Preparing For Retirement: Understanding Social Security And Making It Work For You"

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

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January 28, 2019
"Changing The Way We View (And Practice) Retirement"

Eric Brotman is now a contributor to! 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

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