Archive for September 2026

A healthcare professional reviewing medical documents with a senior patient during a consultation.

By Brett Gottlieb  For families with significant assets, year-end tax planning often involves more than finding a few additional deductions. Investment gains, charitable giving, retirement distributions, equity compensation, and estate…

By Brett Gottlieb  Life doesn’t stand still. Priorities shift, opportunities arise, and unexpected challenges have a way of appearing when we least expect them. Having a trusted financial advisor means…

By Brett Gottlieb  If you’re caring for kids and parents at the same time, you’re part of what’s often called the “sandwich generation.” Balancing the financial needs of multiple generations…