BFG News & Notes
October 23, 2017 - Secure Document Upload
In light of the recent cyber-security breaches, more emphasis than ever is being placed on document security and identity protection. At Brotman Financial Group, we have created a video to demonstrate to clients how to upload documents to our secure server with Egnyte, rather than sending them by snail mail or e-mail.
October 02, 2017 - Equifax Follow Up
We have gotten dozens of phone calls and e-mails about the Equifax hack that occurred recently, and its impact on consumers. In total, 143,000,000 Americans were impacted, including everyone with a credit report and not just paying customers of Equifax’s credit monitoring service.
September 27, 2017 - Online Reporting System Demos
As we learned when our client survey was completed recently, some of our clients are having some trouble with our new online reporting system. While we are actively shopping for solutions or alternatives, we also wanted to try to make the system easier to understand. As such, we filmed two videos with our associate advisor, Ashley Montague to demonstrate the systems.
May 1, 2017 - New BFG Website
With our initial goal of a May 1st launch, we’re excited to report that the new BFG Website is LIVE on time (and on budget!) at www.brotmanfinancial.com. Our thanks go out to Sara Lentz who worked incredibly hard to pull this together, and to Leah Alter who consulted with us on the project.
April 17, 2017 - Honoring Holiday Traditions
Between Easter and Passover, many people around the world have been honoring holiday traditions this past week and weekend. At BFG, we took Friday off to allow our employees a chance to spend time with their families, and it was a much needed respite just in time for the final day of the income tax season tomorrow. Make sure to mail or transmit both your 2016 returns (and payments, if applicable) and your 1st quarter 2017 income tax estimates (if you pay estimated taxes) by the close of the business day tomorrow.