Broker Check

Published Articles

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

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.

Read Article

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!

Read Article

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.

Read Article

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.

Read Article