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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
Jul 1, 20243 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 24, 20244 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.
Jun 14, 20242 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.
Mar 25, 20242 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 14, 20243 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 7, 20243 min read


Wills vs. Living Trusts
Wills vs. Living Trusts - do you know difference between the two?
Feb 2, 20242 min read


Is An FIA Right For You?
Fixed Index Annuities offer many benefits - have you considered incorporating this financial tool?
Jan 24, 20242 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!
Dec 1, 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!
Oct 30, 20233 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 25, 20232 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!
Aug 15, 20233 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 25, 20234 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.
Apr 1, 20222 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.
Feb 1, 20223 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...
Mar 1, 20212 min read
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