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?

A Vision Board can be a great way to get clear about what your goals are for the upcoming year - see our tips on how to make one!

Find out how to handle a sudden windfall of inheritance money

We think a Custodial Roth IRA is an excellent way to build wealth for our children - learn more!

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

Tips for ensuring you're in the right financial and mental space for smooth sailing into retirement

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!

Be sure to select the best banking option for your college student and talk with them about spending guidelines

When considering entrepreneurship - be sure to check our guide to ensure you choose the industry that best suits your goals and lifestyle.

Financial literacy should start early - find creative ways with the whole family to learn these invaluable and lifelong skills

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!

Planning for retirement is risky business! No, not the Tom Cruise type of risky business - it’s just that there is a lot to consider...

Mindset is often defined as “an established set of attitudes of a person or group concerning culture, values, philosophy, frame of mind,...

Your Mid-Year Financial Check-Up Guide and why it's so valuable!

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.

Make no mistake, marathons may be run by one, but getting across that finish line is often achieved through the contributions of many....