Broker Check

BFG News & Notes

January 29, 2018 - Heckerling Institute on Estate Planning

Last week our managing principal, Eric Brotman, attended the Heckerling Institute on Estate Planning. Here are some highlights from the conference.

Learn more

January 22, 2018 - New Members on Our Team

As we announced a few days ago, Lena Nebel, CFP®, MSFS joined our team of financial advisors last Tuesday, and we couldn’t be more thrilled to have her as a member of our firm. We’re pleased to announce a few other exciting pieces of news to all of our clients today as well.

Learn more

January 9, 2018 - Greetings From Frigid Maryland

Greetings from frigid Maryland, where temperatures have been hovering around 10 degrees and snow and ice have already wreaked havoc on school schedules and BFG’s meeting schedules in the early part of 2018.

Learn more

January 3, 2018 - New Tax System

As the sun came up on Monday, it rose not only over new year, but over a completely new tax regime for the United States.  Here are a few bulletpoints on the items which will impact most of our clients under the new tax system.

Learn more

December 18, 2017 - 401K and HSA Contributions

As of January 1st, several important contribution limits are changing, so if you intend to maximize contributions, make sure to let your H.R. department know in time for your first paycheck of 2018.

Learn more

December 11, 2017 - We Made The List

Money Magazine published an interesting list of “5 Milestones You Should Hit Before Turning 30,” which might be appropriate for members of your families.

Learn more

December 4, 2017 - Tax Reform

As featured in our “Weekly Market Review” the focus now is on the tax reform proposal in Congress. If this tax reform package passes prior to year-end, there may be actions recommended for many clients who pay quarterly estimated income taxes.

Learn more

November 27, 2017 - Annual Strategy Meeting

Starting January 1st and ending on June 30th, we will complete annual “physical exams” for all of our comprehensive financial planning clients.

Learn more

November 20, 2017 - Annual Toy Drive

In the spirit of the giving, we are pleased to announce our 3rd Annual Toy Drive to benefit the children of St. Vincent’s Villa in Lutherville, MD.

Learn more

November 14, 2017 - Exciting Week for BFG

It has been an exciting week for BFG, and especially for our financial advisor, Yanni Niebuhr. Yanni and his wife, Britney, became new parents late Friday night when Carter Steven Niebuhr was born.

Learn more

November 7, 2017 - Exciting news!

Our management team met with a space planner today and we are in the process of negotiating to take over and design the adjacent space in our building.

Learn more

October 30, 2017 - Good News for Retirement Savers

Last week, the IRS published all of the cost-of-living adjustments on various retirement plan savings for 2018, and these numbers will impact the planning for many of our client families.

Learn more

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. 

Learn more

October 17, 2017 - BEACON Award

Last week, Eric Brotman received the 2017 Leading BEACON Award from Salisbury University and gave a keynote address for the Salisbury Area Chamber of Commerce.

Learn more

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.

Learn more

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. 

Learn more

September 19, 2017 - BFG On The Road

Last week, Kathleen Benjamin took Zack Scott, Jennifer Palumbo and Eric Brotman on the road to visit about two dozen BFG clients in the Cincinnati and Cleveland areas. 

Learn more

September 11, 2017 - Hurricanes Harvey and Irma

At BFG our thoughts are with our many friends and clients who live in the areas of Texas and Florida hit by Hurricanes Harvey and Irma over the past two weeks. 

Learn more

September 5, 2017 - Agenda for Year-End Tactical Calls

The primary agenda items for the first day of the retreat were to review our model portfolio allocations and to develop the agenda for our year-end tactical calls which begin next week.

Learn more

August 22, 2017 - Client Survey Results

We have the results from our client survey and want to share them with you.

Learn more