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The Real Benefits of Diversification

By Brett Gottlieb We’ve all heard the expression “Don’t put all your eggs in one basket.” And if you’ve ever dipped your toe into the investment world, this is likely one of the first concepts you learned about: diversification. In fact, it’s one of the golden rules of investing. But why? It all comes down…

How Much Risk Is Too Much In Your Portfolio?

By Brett Gottlieb From a global pandemic and a contentious election season to unprecedented market headlines and international unrest, it’s no surprise we have seen increased market volatility over the last year and a half. And when it feels like our world is spinning out of control, it’s tempting to panic, especially over our finances.…

Medicare Open Enrollment Starts Soon; Here’s What You Need to Know

By Brett Gottlieb As you work through your retirement checklist, did you get stuck on healthcare planning? Enrolling in the right healthcare coverage is an incredibly important decision that can often feel overwhelming. Not only do you want to make sure you have coverage for your medical needs (both known and unknown), but you also…

This is Why Your Adult Children Need a Financial Plan

By Brett Gottlieb If you have children of any age, I can safely say that you have hopes and dreams for them. We all want our kids to be resilient, successful, and act as good stewards of their own wealth—and our wealth when they ultimately inherit it. That’s why it’s never too early (or too…

Follow Us on Social Media!

By Brett Gottlieb Did you know Comprehensive Advisor is on social media? We designed our pages as an extension of our mission to help you manage and secure the wealth you are working hard to create and grow.   In fact, we’ve created short, concise videos on everyday financial topics so that you can grow…

5 Common Post-Retirement Risks to Watch Out For

By Brett Gottlieb Retirement is often seen as a finish line, one we tirelessly work toward our entire working lives. But retirement isn’t the end—it’s the beginning of a new phase of life. So yes, it’s incredibly important to prepare well for this milestone, but there are also important decisions to be made after you…

Do You Have Multiple Retirement Plans? How to Consolidate and Maximize Returns

By Brett Gottlieb It’s rare these days for people to spend their whole career with just one company. And with all the job changes we experience, we may also amass multiple retirement plans from different employers. Add those to any retirement plans you’ve set up for yourself, and you may find yourself juggling various investment…

Social Security Claiming Strategies For Single, Divorced & Widowed Women

By Brett Gottlieb At its inception, Social Security was fundamentally a social insurance program created to pay a continuing income after retirement for those age 65 or older.[1] It was created in the 1930s, when life and family dynamics looked drastically different than they do today. One area where this is dramatically highlighted is when…

Our 2021 Midyear Market Update

By Brett Gottlieb If 2020 taught us anything, it’s that we can’t predict the future and we have less control than we thought. We had to adapt to significant changes to basic aspects of life, like work, interactions with loved ones, and educating our children. With those experiences and the lessons learned fresh in our…

What Women Really Want in Retirement

By Brett Gottlieb What comes to mind when you think about preparing for retirement? Most likely, the first thing you thought of was the financial aspects of this milestone. And while no one will argue with you about the importance of creating a secure retirement plan, it’s also important to prepare for the emotional and…

How Much Does Long-Term Care Really Cost In California?

By Brett Gottlieb Retirement is something to look forward to, but one aspect of retiring and getting older that we don’t like to think about is the potential need for some form of long-term care. Research suggests that most Americans turning 65 will need at least some form of long-term care in their lifetimes, and…

See A Sample Financial Plan

By Brett Gottlieb With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible. While creating a financial…

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