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...

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!

Planning for retirement is risky business! No, not the Tom Cruise type of risky business - it’s just that there is a lot to consider...

Mindset is often defined as “an established set of attitudes of a person or group concerning culture, values, philosophy, frame of mind,...

Your Mid-Year Financial Check-Up Guide and why it's so valuable!

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.

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

Make no mistake, marathons may be run by one, but getting across that finish line is often achieved through the contributions of many....

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

It’s time to get comfortable with being uncomfortable. Training is all about finding your edge and then intentionally pushing it.

Begin your race with the end in mind. Picture yourself crossing that finish line - checkered flags, cheers, happy tears and all. There is...

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

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...

Answering your questions about buying and selling, mortgage rates, and what to expect in the future. 2022 has been one for the books…....

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...

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

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

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

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...

We truly believe “What you focus on expands” so as we look to 2021 here are a few ideas to help you shift your focus...