Compass Financial Advisors

The question everyone has: Will Social Security be around for you? Read this.

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Think about running a lemonade stand. Prices can rise for two reasons. 🍋 A Demand Problem: Everyone in the neighborhood suddenly wants a cold drink, and the line stretches down the block. 🍋 A Supply Problem: A sudden frost wipes out...

The Fed, Lemonade & Interest Rates

Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09 percent, while the Nasdaq Composite Index rose 0.72...

Weekly Market Insights | Fed Ups Rates; Investors Ponder AI, Oil

It’s possible to avoid these classic retirement traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Just a moment...

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

Monthly Memberships A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Legacy is a significant aspect of any financial strategy. It's important to consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we've seen this as...

Here's why you shouldn't wait to create an estate strategy

Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1...

Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.