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Your 2021 Social Security Planning Guide

By Brett Gottlieb Claiming your Social Security benefits is not a one-size-fits-all process. It’s likely you don’t need us to tell you how complicated it is to navigate the maze that is the Social Security system, but we’re here to make it a little less overwhelming. And if you are nearing retirement in the next…

What Are The Differences Between 403(b) Plans And 457(b) Plans?

By Brett Gottlieb For many of us, saving for retirement is much like a Sudoku puzzle. Lots of numbers to digest and plenty of options. With 401(k), 457, and 403(b) plans out there, what’s a person to do? While this numbers game can be intimidating, don’t let it overwhelm you. Just know that the potential…

Your 2021 Tax-Preparation Checklist

By Brett Gottlieb Tax season can be stressful and frustrating even in the best of times; factor in a year full of uncertainty and it’s understandable if you want to stick your head in the sand and avoid it. We’re here to help! Here’s the trick: the better prepared you are, the sooner you can…

4 Things To Know About Capital Gains Tax

By Brett Gottlieb It’s understandable if you mentally check out as soon as you hear the word “tax.” But if you own property or have investments you want to sell, you might want to tune in, or capital gains tax could cost you. And if even the term “capital gains tax” seems complicated, here’s a…

5 Ways to Prepare for a Job Search or Industry Change

By Brett Gottlieb Although sometimes we resist it, change is a great thing. Changing your career or even your industry can do wonders for your outlook on life and breathe new energy—and hopefully more income—into your day-to-day. But let’s face it, change can be difficult and a bit scary, especially if you are considering the…

Should You Do A 401(k) Rollover?

By Brett Gottlieb The days of working for one employer for an entire career are long gone. In fact, nowadays the average working adult changes jobs 12 times during their career! This means that it’s crucial to know what a rollover is—and how to do one with your investment accounts.[1] After all, everyone wants to…

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

By Brett Gottlieb A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. As you transition into 2021 and all this year will bring, take some time to think about your long-term plans and reevaluate your decisions, especially in…

Happy Holidays From Comprehensive Advisor!

By Brett Gottlieb It’s been a wild ride, but we have finally arrived at the holidays. Our team at Comprehensive Advisor would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year…

Important Things To Know About Long-Term Care Planning

By Brett Gottlieb Do you really need long-term care insurance? It’s a question that’s crossed all our minds at some point. For some, the thought of sky-high bills and burdened family members is enough to motivate them to invest in some sort of long-term care insurance. But for others, the hefty premiums just don’t seem…

Year-End Tax Strategies

By Brett Gottlieb The holidays are fast approaching and the new year is following closely behind. And while most of us want to put 2020 behind us, before you mentally move into 2021, be sure to pay some attention to your taxes. Even though taxes are not at all festive, proactively planning can help save…

Insurance Policies For Each Stage Of Life

By Brett Gottlieb Raise your hand if you have some sort of insurance policy to your name. That’s probably most of you. But did you know that you may need different types of insurance, and different amounts of coverage, for each stage of your life? Here’s a breakdown to give you some direction as you…

How To Maximize Your Charitable Giving

By Brett Gottlieb Now more than ever, with so many people and organizations struggling economically, you may be moved to share your wealth to benefit people, charities, and causes you are passionate about as a legacy of your years of hard work. Maybe you’ve been giving to charities or other organizations for years, or maybe…

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