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Are You the Family Breadwinner? How to Make Sure Your Family Is Protected

By Brett Gottlieb A lot of pressure comes with the role of being the family breadwinner. As the main income-earner, what would happen to your family if you suddenly died or were incapacitated? Would they have to sell the house? Move to a cheaper neighborhood? Switch schools? Would your family have enough money to last…

Top 6 Habits of Financially Successful People

By Brett Gottlieb Everyone has their own definition of success, especially when it comes to finances. For example, Warren Buffet says, “I measure success by how many people love me,”[1] but if you ask Jeff Bezos, he says to be successful, “You must create more than you consume.”[2] While there is no one-size-fits-all version of…

How Much Do I Need to Retire Comfortably?

By Brett Gottlieb “Comfortable” has different definitions for different people. That means that your version of a comfortable retirement is not going to look like your friend’s or neighbor’s. You might be planning to spend your golden years close to your hometown, near family and friends. Or maybe you want to travel the world or…

If I Could Only Teach One Financial Lesson

By Brett Gottlieb After nearly 20 years in the financial services industry, I’ve come across many pieces of sound financial advice. You’ve probably heard some of them as well, such as the importance of living within your means, managing risk, and maximizing your 401(k) contributions. You would do well to follow any of those lessons,…

Managing Your Tax Payments When Your Monthly Income Varies

By Brett Gottlieb Most people only think about taxes when it’s time to file their annual returns. But as an entrepreneur or real estate broker, you cannot afford to put your taxes on the back burner. Between self-employment taxes, employee taxes, and quarterly estimated taxes, there’s a lot to keep track of, especially if your…

The True Cost of Withdrawing Early From Your 401(k)

By Brett Gottlieb After the challenging couple of years we’ve endured, it’s likely the desire to enjoy a satisfying retirement free from worry has never been higher. Although the ideal retirement might look different from person to person, a common goal is to not outlive our funds after the steady paychecks stop coming in. Achieving…


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