Banking Options for your College Student
Be sure to select the best banking option for your college student and talk with them about spending guidelines
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- Sep 19
- 3 min
Passion vs. Profession…
When considering entrepreneurship - be sure to check our guide to ensure you choose the industry that best suits your goals and lifestyle.
- Sep 1
- 2 min
Financial Literacy Games for Little Ones
Financial literacy should start early - find creative ways with the whole family to learn these invaluable and lifelong skills
- Aug 25
- 2 min
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
- 3 min
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!
- Aug 9
- 2 min
Longevity Risk
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...
- Jul 31
- 3 min
Financial Mindset Pitfalls
Mindset is often defined as “an established set of attitudes of a person or group concerning culture, values, philosophy, frame of mind,...
- Jul 24
- 3 min
It's Time For Your Financial Check-Up!
Your Mid-Year Financial Check-Up Guide and why it's so valuable!
- May 8
- 4 min
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 25
- 4 min
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.
- Nov 1, 2022
- 2 min
Mile 10 | The Retirement Race - It’s a Marathon, Not a Sprint
Make no mistake, marathons may be run by one, but getting across that finish line is often achieved through the contributions of many....
- Oct 17, 2022
- 2 min
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.
- Sep 2, 2022
- 2 min
Mile 8 | The Retirement Race - It’s a Marathon, Not a Sprint
It’s time to get comfortable with being uncomfortable. Training is all about finding your edge and then intentionally pushing it.
- Aug 1, 2022
- 2 min
Mile 7 | The Retirement Race - It’s a Marathon, Not a Sprint
Begin your race with the end in mind. Picture yourself crossing that finish line - checkered flags, cheers, happy tears and all. There is...
- Jul 7, 2022
- 2 min
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, 2022
- 2 min
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 26, 2022
- 3 min
IS NOW A GOOD TIME TO BUY A HOME? |It's the million dollar question!
Answering your questions about buying and selling, mortgage rates, and what to expect in the future. 2022 has been one for the books…....
- May 5, 2022
- 2 min
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, 2022
- 2 min
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, 2022
- 2 min
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.
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