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

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

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

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

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

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!

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!

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.

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

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...

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...