Posts by rohlmanbri

By Brett Gottlieb Each Thanksgiving, we reflect on the past year and everything we’re thankful for. As always, the Comprehensive Advisor team is grateful for the opportunity to assist our…

By Brett Gottlieb In today’s world, investing is more accessible than ever before. With countless online platforms and a wealth of educational resources, many individuals are embracing DIY investing to…

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 ​​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 For many, tax season is just something to get through as quickly and painlessly as possible. As a result, many filers stick to the standard, most well-known…

By Brett Gottlieb The years leading up to retirement can feel overwhelming. You might be excited about the new chapter ahead, but also stressed about how to make it happen…

By Brett Gottlieb The new year often offers a fresh start, a chance to learn from past mistakes, and a path to financial recovery. Regardless of whether you’ve accrued debt…