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When Should You Buy Umbrella Insurance?

By Brett Gottlieb Most of us would agree that it’s wise to have medical, auto, and home insurance to protect our households and finances from unforeseen circumstances, such as medical diagnoses, car accidents, or weather-related damage. But what happens when these types of insurance policies don’t provide enough coverage for what you need? Many times…

10 Things To Do Within 10 Years Of Retirement

By Brett Gottlieb After decades of working and saving (and working and saving some more), you wake up one day and realize you are only 10 years away from your target retirement date. But even though you’re getting closer to your much-anticipated golden years, this is not the time to turn on cruise control. Don’t…

How To Prepare Your Children To Receive An Inheritance

By Brett Gottlieb Building your wealth to protect your family today and for generations takes decades of hard work. But leaving a legacy goes beyond just leaving your money behind. We’ve all heard the stories of the heir who blows through a family fortune that represented a lifetime of work. That’s why you must also…

What All Women Should Know About Personal Finance

By Brett Gottlieb Even though women make up 50% of the workforce these days,[1] they face financial challenges not often faced by men. Women typically earn 81 cents for every dollar earned by men[2] and women usually spend fewer years in the workplace because they may take time off work to raise children or to…

Should You Keep That Rental Property?

By Brett Gottlieb Any investment will always involve both time and money, and this is especially true for rental property owners. Think about all the factors that go into owning a rental property: buildings must be maintained, grounds must be monitored, fixtures and plumbing must be repaired, and insurance and taxes must be paid. The…

How to Protect Yourself From Cyberattacks

By Brett Gottlieb Does it seem like there are more and more news updates about hackers and breaches in security? As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities for our personal information to be compromised. But no matter how daunting this may seem, just…

5 Strategies To Help Grow Your Wealth During The 2020 Financial Crisis

The world is in crisis right now, and for many of us, our response has been to go into protective mode. And while it’s incredibly important for us to follow government guidelines to stay home and keep ourselves and those around us healthy, it’s also important for us to use this time wisely and make…

Your 2020 Social Security Guide

The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65. (1) How close are you getting to that milestone? If retirement is on the horizon for you, then Social Security is probably on your mind. Over 48 million people received Social Security retirement benefits…

Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

Our lives have changed drastically in just a few short weeks. Sometimes all this change and uncertainty, coupled with hourly news briefings and dramatic headlines, can cause us to panic or least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t…

The CARES Act And Your Finances: What Do You Need To Know?

It’s no secret that individuals and businesses alike are struggling as social distancing guidelines expand, more businesses close down, and many people are out of work or working remotely with no childcare. Thankfully, our government is attempting to lessen the financial impact by providing a $2 trillion coronavirus economic relief package, the largest in American…

4 Things To Do In A Volatile Market

No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?” While the…

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market seems to have officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns,…

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