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Making the Most of Your RMDs Through Charitable Donations

By Brett Gottlieb If you’re like many people in retirement, it’s likely that charitable giving is a part of your current financial plan. A qualified charitable distribution, also known as…

How Is Medicare Changing in 2023?

By Brett Gottlieb If you’ve read our previous blog articles about Medicare, you likely know the importance of open enrollment and understanding your coverage options. In this article, we’ll discuss…

 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…

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