Archive for July 2026
Expenses in Retirement: 3 Costs That Rise and 3 That Drop
By Brett Gottlieb Many people assume they’ll spend less once they retire. While some expenses do decrease, others can increase, and those changes aren’t always easy to predict. Relying on…
Read MoreFun Things to Do in Carlsbad, CA
By Brett Gottlieb When I’m not working with clients, I love finding new and exciting things to do in Carlsbad. Whether you want to explore the city by yourself, go…
Read MoreYour Mid-Year Market UpdateÂ
By Brett Gottlieb At the start of the year, you likely mapped out a clear financial strategy. But with a roaring start for AI stocks, sudden geopolitical shifts, and stubborn inflation numbers, the…
Read MoreBeyond Automation: Why a Human Financial Advisor Beats AI
By Brett Gottlieb As AI and robo-advisors become more prevalent, it’s tempting to rely solely on technology for your financial decisions. But when you’re faced with complex situations or unpredictable…
Read MoreSocial Security Benefits for a Surviving Spouse
By Brett Gottlieb Losing a spouse can be overwhelming (to say the least), with a swirl of emotions and practical challenges to sift through. Making decisions, especially about finances, can…
Read MoreFacing Uncertainty: Are You Equipped for the Financial Challenges of Widowhood? (Checklist)
Facing the loss of a spouse is an unimaginable challenge, both emotionally and financially. Yet it’s a reality many people will confront at some point in their lives. In the…
Read More5 Key Considerations for a Mid-Year Financial Checkup
By Brett Gottlieb Are we still on track financially? Already halfway through 2026, many families in Carlsbad and throughout San Diego County are asking this same question. Between evolving market…
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