Retirement

Mar 252 min read

Please Put Your Mask On First

'Put Your Mask On First' applies to saving for retirement too! Set yourself up for success before planning for children's higher education.

Feb 143 min read

End of Retirement Regrets

Let's recap the most common retirement regrets we hear - we want to make sure you don't make them too!

Feb 73 min read

Getting Out of Debt

Getting out of debt is possible! Come along with us as we share simple tips on how to get started.

Feb 22 min read

Wills vs. Living Trusts

Wills vs. Living Trusts - do you know difference between the two?

Jan 242 min read

Is An FIA Right For You?

Fixed Index Annuities offer many benefits - have you considered incorporating this financial tool?

Oct 30, 20233 min read

Taxes: Mandatory vs. Optional...

Everyone must pay taxes, but you may be paying more than you need to! We know the best ways for you to pay as little taxes as you need to!

Aug 25, 20232 min read

Legacy Planning - don't put it off!

Many people plan what they will do when they retire but completely neglect what will happen when they are gone….and the truth is, nobody...

Aug 15, 20233 min read

When to Take Your Social Security?

When is the best time to pull your Social Security - stick with us and you'll learn how to avoid paying more taxes than you need to!

May 8, 20234 min read

Your Path to 0% - Making Moves Now to Ensure You Fall into the Lowest Tax Bracket in the Future

With the sting of tax day fresh in our collective memories, the last thing most of us want to hear is that taxes are at a historical low.

Apr 24, 20234 min read

Our Why - Mother-Daughter Team Shares Their Story & Motivations Behind Compass Financial

Together, Karen & Sam are Compass Financial and committed to helping you navigate your wealth for what matters most to you.

Oct 17, 20222 min read

Mile 9 | The Retirement Race - It’s a Marathon, Not a Sprint

At the end of the day, your plan is only ever as good as its execution.

Jul 7, 20222 min read

Mile 6 | The Retirement Race - It’s a Marathon, Not a Sprint

Consistency is queen. When it comes to your retirement strategy, forming and honing your money habits is key for going the distance.

Jun 7, 20222 min read

Mile 5 | The Retirement Race - It’s a Marathon, Not a Sprint

As with most things, you’re only as good as your Plan B… some would argue even your Plan D, but let’s ease into all this. For your...

May 5, 20222 min read

Mile 4 | The Retirement Race - It’s a Marathon, Not A Sprint

Stick to the plan, mind your pace and don’t get greedy - taking risk and timeline into account with your retirement One of the tried and...

Apr 1, 20222 min read

Mile 3 | The Retirement Race - It’s a Marathon, Not A Sprint

When it comes to your financial strategies and retirement plan, it makes sense to call in the coach.

Mar 1, 20222 min read

Mile 2 | The Retirement Race - It’s a Marathon, Not A Sprint

The promise of sticking with a solid plan is being prepared to run your big race. The same holds true for retirement.

Feb 1, 20223 min read

Mile 1 | The Retirement Race - It’s a Marathon, Not A Sprint

When it comes to the retirement race, the reality is that you’re running a marathon, not a sprint.

Mar 1, 20212 min read

Stone Or Sand - What's Your Financial Foundation Built On?

Ask any architect or contractor you know, and they will tell you the key to a successful building is a strong foundation. The same is...

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