Comprehensive Advisor


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 Countdown to Retirement: 12-Month Checklist if You’re Retiring in 2024 

By Brett Gottlieb With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. Your decades of hard work are coming to…

Don’t Let 2023 Catch You Unprepared: Review Your Financial Plan

By Brett Gottlieb As the countdown to 2023 begins, are your finances in order, or are you unprepared? At Comprehensive Advisor, we know that financial well-being doesn’t just happen overnight.…

How Can You Start Living Your Retirement Dream Now?

By Brett Gottlieb Work-life balance can be a major concern during our careers. In fact, some people make a list in their heads of all the activities they will do…

Wishing You a Happy Holidays from Our Team!

By Brett Gottlieb Happy Holidays from our team at Comprehensive Advisor! This has certainly been quite a year of volatility for the market, but our planning and work with each…

10 Things to Do Before December 31st

By Brett Gottlieb With the new year right around the corner, many people are looking forward to a brighter 2023. Recent market volatility and ongoing recession fears have even the…

Navigating Widowhood: 5 Ways to Prepare for the Unimaginable

By Brett Gottlieb Losing a spouse is one of the most devastating events a person can experience, and most people naturally avoid thinking about it. While it can be painful…


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