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…
Life Happens: Reassessing Your Financial Strategy
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…
Social 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…
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