Happy Thanksgiving: Here’s What We’re Grateful For
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…
Wrap Up Your Year With These 5 Financial Steps
By Brett Gottlieb The past few years have been challenging for many, with rising costs and economic uncertainty making it hard to feel financially stable. But your personal finances don’t…
Don’t Miss 2026 Medicare Open Enrollment: Act Now
By Brett Gottlieb Medicare open enrollment is here, and it’s your chance to take a fresh look at your coverage and make any necessary updates. With so many plan options,…
5 Questions You Need to Answer 5 Years Before Retirement
Reaching retirement is a milestone unlike any other—exciting, transformative, and (for most) a little uncertain. Many soon-to-be retirees aren’t sure they’re fully prepared; a recent survey shows 66% of Baby…
The Hidden Costs of DIY Investing
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…
5 Tax-Efficient Strategies for Retirement
By Brett Gottlieb When you picture your ideal retirement, taxes probably aren’t the first thing that comes to mind. Most people only think about taxes once a year around filing…
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