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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]…

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…

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…

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…

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…

Your 2022 Social Security Guide

By Brett Gottlieb The years before retirement can be an overwhelming time. You may be excited to start a new chapter of your life, stressed about how to make it…


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