Financial Insights
Should You Claim Social Security at 62, 67, or 70? What Break-Even Calculations Leave Out

Should You Claim Social Security at 62, 67, or 70? What Break-Even Calculations Leave Out

September 3, 2026

Reviewed by Michael Landsberg, CIMA®, CFP®, AIF® Chief Investment Officer, Landsberg Bennett Private Wealth Management Choosing when to claim Social Security can materially change the amount of retirement income you receive each month. Claim earlier, and you begin receiving payments sooner but at a reduced monthly amount. Wait longer, and the monthly benefit increases. That […]

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Agentic AI: Definition, Common Uses, Pros and Cons

Agentic AI: Definition, Common Uses, Pros and Cons

August 28, 2026

This is the third in a series of general education articles of relevant topics that we think you may find of interest. If nothing else, this insight may help you look and sound more knowledgeable with your golf foursome, at pickleball, or at your local watering hole. Agentic AI is a type of artificial intelligence […]

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Should You Max Out Your 401(k) in 2026? What the Higher Limits Don’t Tell You

Should You Max Out Your 401(k) in 2026? What the Higher Limits Don’t Tell You

August 28, 2026

Reviewed by Michael Landsberg, CIMA®, CFP®, AIF® Chief Investment Officer, Landsberg Bennett Private Wealth Management The 401(k) contribution limit increased again in 2026. Employees can now defer up to $24,500 into most 401(k) plans, up from $23,500 in 2025. Workers age 50 and older may also qualify for an $8,000 catch-up contribution, while those turning […]

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Generative AI and Why Not All AI Apps Are the Same

Generative AI and Why Not All AI Apps Are the Same

August 21, 2026

This is the second in a series of general education articles of relevant topics that we think you may find of interest. If nothing else, this insight may help you look and sound more knowledgeable with your golf foursome, at pickleball, or at your local watering hole. Artificial intelligence, or AI, is a phrase people […]

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The only thing we have to fear is fear itself: AI edition

The only thing we have to fear is fear itself: AI edition

July 16, 2026

This is a first in a series of general education articles of relevant topics that we think you may find of interest. If nothing else, this insight may help you look and sound more knowledgeable with your foursome at pickleball or at your local watering hole.  Every major technological revolution begins with unease. Artificial intelligence […]

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Landsberg Bennett Private Wealth Management: Market Update Q3 2026

Landsberg Bennett Private Wealth Management: Market Update Q3 2026

July 13, 2026

Key Takeaways: The market enters the third quarter with a more supportive fundamental backdrop than geopolitical headlines might suggest. Inflation appears to be easing from its recent peak, corporate earnings remain strong, and the Federal Reserve may be able to leave interest rates unchanged while it waits for clearer economic data. At the same time, […]

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