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…
2025 Tax Sunset: What You Need to Know and How to Prepare
By Brett Gottlieb If you haven’t yet heard the news, big changes are on the horizon for taxpayers. Many of the laws put in place by the 2017 Tax Cuts…
Your Ultimate Guide: College Planning Financial Checklist for Parents
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…
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