Posts by baileyheather

By Brett Gottlieb Members of the U.S. Armed Forces are known for their eagerness to take on challenges. But when it comes to money, some on active duty are prone…

By Brett Gottlieb Our Q2 Market Update shows a mix of economic growth and market fluctuations. GDP growth estimates were lowered amid concerns about the labor market and ongoing uncertainty…

By Brett Gottlieb Looking toward 2025, affluent families are navigating a complex tax landscape with evolving laws and potential increases. Staying informed about the latest tax regulations and leveraging savvy…

By Brett Gottlieb Balancing debt repayment with retirement savings may seem unattainable, but it’s possible—and many Americans are wondering how to juggle the two. With an average debt load of…

By Brett Gottlieb Safeguarding both your health and your retirement savings is of the utmost importance—and understanding the fundamentals of Medicare is key to that end. The Medicare open enrollment…

By Brett Gottlieb The truth is that change is inevitable. Everyone’s life is bound to experience a roller coaster of ups and downs. The trick is to make the right…

By Brett Gottlieb Sending your child off to college is a big life milestone. That’s why planning ahead for college is so important to help set them up for financial…