Strategy

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...

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!

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.

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.

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...

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.

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.

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.

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...

New Year, New You? Let's Try New Year, Better You!

We truly believe “What you focus on expands” so as we look to 2021 here are a few ideas to help you shift your focus...

BLOG