Posts by baileyheather

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 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…

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…

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…

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…

By Brett Gottlieb Receiving inherited money often comes with a mix of emotions. Alongside the financial opportunity may be grief, uncertainty, and the responsibility of making decisions during a difficult…

By Brett Gottlieb Deciding how AI and finances fit into your financial planning can feel unclear. Many people are using AI tools for budgeting, investing, and financial decisions, but there’s…

By Brett Gottlieb Working for the federal government comes with a number of valuable benefits, and one of the most significant is the potential path to retirement after a long…

Reaching retirement is a milestone unlike any other—exciting, transformative, and (for most) a little uncertain. Many soon-to-be retirees aren’t sure they’re fully prepared; a recent survey shows 66% of Baby…

By Brett Gottlieb When you picture your ideal retirement, taxes probably aren’t the first thing that comes to mind. Most people only think about taxes once a year around filing…