Skip to main content
menu

Account Access

  • Home
  • Team
  • Services
    • Comprehensive Financial Planning, Inc.
    • Retirement 401k
    • Individual Investors
    • Financial Planning
    • Comprehensive Benefit Marketing Services, Inc.
    • Carriers
    • Products
    • Glossary of Terms
    • AIF® Designation is Tops in the Industry!
    • Benefits of Choosing an AIF® Designee
  • News
    • Quarterly Newsletters
    • J.P. Morgan's Guide to the Markets
    • NAPA NEWS RELEASE
  • Resources
    • Articles
    • Calculators
    • Links
    • Client Notifications
  • Contact Us
Brooke Herr | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Brooke Herr | Apr 29, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Brooke Herr | Apr 22, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Brooke Herr | Apr 15, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
Brooke Herr | Apr 8, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Brooke Herr | Apr 1, 2025

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Brooke Herr | Mar 25, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Brooke Herr | Mar 18, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Brooke Herr | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Brooke Herr | Mar 4, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Brooke Herr | Feb 25, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Brooke Herr | Feb 18, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Navigation Links

  • Home
  • Team
  • Services
  • News
  • Resources
  • Contact Us
  • Disclosure

Company Info


5995 Lemon St
East Petersburg PA 17520

 

P: 717-569-6667 | 1-800-569-6667

F: 717-569-6466

E: cfpi@compcos.com

© 2025 The Comprehensive Companies All rights reserved.