As we move into a new season, it’s a good time for inward reflection which can have unexpected impacts, including on our finances!

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!

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

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

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...