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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…


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