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...
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- 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!
- 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.
- 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.
- 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 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.
- Feb 1, 2022
- 3 min
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, 2021
- 2 min
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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