Compass Financial Partners

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Donna and Calista traded the office for the East Coast this past week as they headed to Pennsylvania for a conference with SEI!

The two spent the first few days in PA learning more about one of our partners, SEI, the market, strategies, and their ever growing technological advancements. Then they added a few extra days to explore and enjoy the D.C. area. From the National Harbor and some great photos with the giant Capital Wheel, to taking a water taxi and watching the Changing of the Guard at Arlington National Cemetery, they packed plenty into their trip.

They also explored the Torpedo Factory Art Center in Alexandria, a unique art space housed in a former naval mu*****ns factory, and happened to catch the U.S. Army’s Downrange band performing outside at National Harbor.

And, of course, they found some time to channel their inner Rosie the Riveter along the way! 💪

We’re happy to have our hardworking ladies back in the office, bringing home fresh ideas, new perspectives, and plenty of energy to put to work as we head into fall!

Out of the Office ✈️

Donna and Calista will be heading to Pennsylvania September 9–11 to attend SEI’s Discovery Forum, where they’ll have the opportunity to connect with other advisors and learn about the latest trends and ideas in the financial planning industry.

They’ll be checking their emails and voicemails periodically, but will be back to their regular schedules on Monday, September 14.

The office will be open as usual, and as always, our team is here to help if anything comes up while they’re away!

Have you been working like a dog lately? 🐶

Labor Day is all about celebrating hard work, and what better way to honor all that hard work than by taking a well-deserved break?

Our team is fully committing to the cause by penciling a few cat naps into our schedules this weekend. If you're feeling dog-tired, we hope you'll do the same!

A quick heads-up: Our office will be closed Monday, September 7th. We'll be back Tuesday, September 8th, recharged, refreshed, and ready to get back to work.

We hope your long weekend is filled with good food, good company, plenty of rest, and absolutely zero emails! 🐾

Two weeks ago now some of our team attended the Eastern Iowa NAIFA annual golf outing!⛳🏌️☀️ Donna Jenkins, Calista Bergstrom, Isaak Hahn, and Brenda Fishel all gave it their best swing at the Wildcat Golf Course. Isaak may have carried the team, but Brenda represented the company well as she won both the women’s longest putt and longest drive. It's always great when some of the team can get out, make connections, and soak in some of that summer sun.

If you’re turning 65 soon and are unsure about what it means to enroll in Medicare, you are not alone. One of the most common questions we hear from those nearing retirement is around the timeline for signing up for Medicare.

So, we wanted to share a few important reminders to help you stay on track:

✅Know your enrollment window. Your initial enrollment window lasts for seven months — three months before your 65th birthday, your birthday month, and three months after your birthday. Enrolling early in this timeframe can help ensure your coverage begins right when you need it.

✅Understand how to sign up. Some individuals are automatically enrolled in Original Medicare, while others need to take action themselves to enroll in Original Medicare. This often depends on whether you are already receiving Social Security benefits.

✅Do not delay without a plan. Waiting too long to enroll without qualifying coverage can result in delayed coverage start dates and ongoing late-enrollment penalties.

✅Be aware of other options. If you are still working and covered under an employer plan, you may qualify for a Special Enrollment Period that can allow you to defer your enrollment. However, missing all enrollment windows can limit your options and increase costs, so it's best to clarify this early.

Medicare decisions can feel overwhelming, but you do not have to navigate them alone. Whether you are approaching 65 or are simply evaluating your options, contact us for guidance tailored to your situation.

Medicare can feel overwhelming, especially when you’re trying to understand your options and figure out what’s right for you or someone you love.

That’s why Compass Financial Partners is hosting multiple free Medicare Educational Seminars throughout August! We’ve scheduled several dates to make it easier to find a time that works for you.

📅 August 18, 20, 25 & 27
🕰️ 5:30pm - 6:30pm
📍Cedar Rapids Downtown Public Library

Join us for an educational presentation designed to help you better understand Medicare and feel more confident navigating your options.

🎟️ Reserve your spot: https://events.levitate.ai #/6441FZ73cM/landing

Have questions or want to learn more before registering? Reach out to Compass Financial Partners. We’d be happy to help!

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

Happy Fourth of July!🇺🇸

Two hundred and fifty years of liberty is worth celebrating with everything you've got. Whether that means fireworks, family, or a mouth-watering backyard BBQ, our team hopes you have a joyful celebration.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

We hope everyone had a wonderful Father’s Day weekend. At Compass Financial Partners, we celebrated the incredible dads on our team and all of the fathers and father figures who have made a difference in the lives of those we serve. From great advice to dad jokes and everything in between, your support and presence make a difference every day. We appreciate all that you do! 👔