Savvy Strategies to Pay Off Debt and Build Retirement Wealth
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…
Making a Difference: Cash vs. Property DonationsÂ
By Brett Gottlieb Giving to charities is a noble act that allows individuals to support causes they care about. But when it comes to philanthropic contributions, taxpayers have to choose…
Wishing You Happy Holidays From Our Team!
By Brett Gottlieb We want to express our gratitude and best wishes as we look forward to celebrating the start of the new year. We persevered together and we are…
Finish Strong: Essential Financial Moves to Make Before Year-End
By Brett Gottlieb The past few years have been a roller coaster ride for many, filled with economic uncertainty, rising inflation, and whispers of potential recessions. As we approach 2025,…
Beyond 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…
Key Information for Medicare Open Enrollment
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…
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