Where to Spend a Memorable Month Abroad Comfortably
It's possible to live abroad on a reasonable budget - let us help you find a way to make this experience work for your family
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Jun 244 min read
How to be a Financially Fit Father
Here is a helpful guide for fathers on creating and maintaining a solid financial plan to secure your family’s future.
Jun 142 min read
Exciting 529 Plan News
The 529 plan gives you a tax-advantaged way to save for educational expenses from kindergarten all the way to graduate school.
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?
Dec 1, 20233 min read
A Season of Gratitude
As we move into a new season, it’s a good time for inward reflection which can have unexpected impacts, including on our finances!
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!
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.
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.
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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