BFG Financial Advisors

A comfortable retirement takes more than luck! It takes years of strategic planning.? Have you started saving up your pot of gold?? #stpatricksday

Our office will be closed tomorrow, Friday, March 14, for our quarterly training retreat. Have a fantastic weekend and we'll return all messages when we reopen on Monday!

Maryland friends: Join us and HWK Law Group, LLC for a webinar about the current tax landscape in our state and the changes and updates we can expect in the near future.

One of BFG's longest-standing employees, Akram Ibrahim, APMA?, MSFS, joined Eric Brotman on the #dontretiregraduate podcast for a #diaryofafinancialadvisor segment! He's learned a lot in his 12 years with the firm, but the most important thing he learned was that serving others is far more important than serving himself. Listen to the full episode for more of his story, lessons, and insights as the firm's lead trader.

With so much confusion around the market and new tariffs going into effect, Kestra Financial released an article that breaks down the tariffs, new economic data, and what investors should be aware of. Read it all here: https://lnkd.in/gtRAE5y2

Navigating your financial landscape is challenging, and doing it alone as a single woman can be both liberating and overwhelming.? Download our free ebook, I'm Single, Now What?: A Woman’s Guide to Financial Confidence and Independence, for details on how you can navigate retirement alone, reorganize your life post-divorce, or take the first steps toward rebuilding after loss. #internationalwomensday #womenshistorymonth #iwd

"I could leave you this house full of money, but if you don't have the right mindset, you'll lose it all." Building wealth truly relies on having the right mindset. Jude Wilson CWS?, MBA joined Eric Brotman on #DontRetireGraduate to share his story and insights on wealth building. They discussed Roth IRAs, financial independence, and strategies tailored for HENRYs (high earners, not rich yet). Listen to the full episode for more, including these key takeaways: Roth IRAs and Tax Time Bombs: Jude emphasizes the importance of Roth IRAs for long-term tax reduction, highlighting the looming 'tax time bomb' many need to be aware of. With legislative changes and economic forecasts, understanding how your savings are taxed is crucial. Understanding the Henrys: High earners not rich yet (Henrys) face unique financial challenges. Jude shares insights on why it's crucial for this demographic to engage in strategic planning to build wealth and achieve financial independence. Mindset Matters: Beyond numbers, your financial mindset plays a pivotal role. It's about creating a balance of health, wealth, and happiness to truly thrive in retirement. A huge thank you to Jude for sharing his expertise and to all our listeners for their continued support. Let's redefine retirement together! ???? #RothIRA #FinancialPlanning #Retirement #Podcast #DontRetireGraduate #Henry #TaxStrategies

"Retirement" (or, as we prefer to call it, Graduation) looks different for everyone. Our goal is to help you continue to be fulfilled long after you've reached financial independence. Andrew Harrell, CFP?, CRPC? joined Eric Brotman on the #DontRetireGraduate podcast for a Diary of a Financial Advisor segment, sharing why he is so passionate about helping clients plan for their own graduations and what his journey has been like since starting his career at our firm. Go watch the full episode for more!

#DidYouKnow that leaving money directly to an individual with special needs can actually cost them more than it benefits them? Understanding special needs trusts (and making sure other family members do, too) is essential in ensuring they] receive the benefits they need. Nicole Hewitt of?HWK Law Group, LLC joins Eric Brotman to talk about the important considerations you should know about when it comes to estate planning involving special needs or aging loved ones. Key Takeaways: Start Planning Early: Whether it's for a special needs child or aging parents, it's crucial to initiate conversations and plan while you have the luxury of time. Nicole emphasizes that the right planning can provide peace of mind and secure the well-being of those you care for most. The Role of Trusts: Special needs and eldercare planning often necessitate the use of trusts to ensure that financial support complements any available government programs without disqualifying loved ones from essential benefits. Conversations are Vital: Discussing financial and care plans with family members is critical. It's not just about drafting legal documents; it's about ensuring everyone is on the same page to avoid future conflicts and unnecessary stress. Catch the full episode to gain more insights and equip yourself with the knowledge to make informed decisions for your family's future. ?? #FinancialPlanning #EstatePlanning #DontRetireGraduate #Podcast #SpecialNeedsPlanning #ElderLaw #WealthManagement

Having a podcast or creating content in general can be intimidating, especially in a highly regulated industry like finance. Eric Brotman joined Virginia Elder on the Reaching Abundance podcast to talk about why he loves having a podcast as an advisor and how he's navigated the regulations, plus: Working with compliance to establish an OBA (Outside Business Activity)? Growing your financial practice by adding advisors to your team? Content strategy and structure as a Financial Advisor?? Whether a consistent TV spot, local radio, podcasting, or guesting might work best for you Listen to the full episode now!