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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…

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 Medical expenses in retirement are one of the biggest and most frequently underestimated costs you’ll encounter after leaving the workforce. According to Fidelity, a 65-year-old retiring today…

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 ​​Each day you work brings you closer to your career’s finish line and the much-anticipated chapter of life called retirement, bringing more time with loved ones, exploring…

By Brett Gottlieb One of the greatest concerns for retirees and those nearing retirement is the possibility of outliving their savings. After years of disciplined saving and investing, the challenge…

By Brett Gottlieb Losing a spouse is one of life’s most difficult experiences, and unfortunately, the emotional weight is often compounded by unexpected financial and tax consequences. Surviving partners may…

By Brett Gottlieb When unforeseen debt or legal challenges arise, it can feel like your financial future is at risk. While we can’t predict every obstacle life may bring, protecting…

By Brett Gottlieb Tax preparation has long been viewed as a frantic, last-minute effort to help reduce tax liabilities. However, effective tax planning isn’t just a once-a-year task, it’s an…

By Brett Gottlieb Insurance is something we all know we need—whether it’s homeowner, auto, health, or life coverage. But did you know that the amount of coverage you need can…