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Affording an A+ Education

Submitted by Compass Wealth Managementnet on January 19th, 2017

Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.

Tags:
  • advisor
  • College
  • Personal Finance
  • Saving
  • wealth
  • Read more

Financial Resolutions: 6 Tips to keep you Accountable

Submitted by Compass Wealth Managementnet on January 10th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Tags:
  • 401K
  • advisor
  • Financial Resolutions
  • Leslie Beck
  • Markets
  • Personal Finance
  • Saving
  • wealth
  • Read more

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Submitted by Compass Wealth Managementnet on December 15th, 2016

For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for others, but whatever the level affinity toward automobiles there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet.

Tags:
  • advisor
  • Buying vs. Leasing
  • Car Budget
  • Debt
  • Personal Finance
  • Saving
  • wealth
  • Read more

8 Tips for Finding Balance Between Work and Life

Submitted by Compass Wealth Managementnet on November 29th, 2016

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

Tags:
  • advisor
  • Balance between work and life
  • Personal Finance
  • wealth
  • Read more

Credit Card Scams are Proliferating – How to Protect Yourself

Submitted by Compass Wealth Managementnet on November 16th, 2016

Identity thieves and credit card scammers are more relentless than ever in their pursuit of your personal financial information, and as more people are opting to conduct their shopping and their financial transactions online, the number of scams increases proportionately.  Armed with nothing more than a computer keyboard and a geek’s knowledge of how to prowl the cloud, they work 24/

Tags:
  • advisor
  • Credit Cards
  • Personal Finance
  • Scams
  • wealth
  • Read more

Your Longevity Compounds the Inflation Risk of Your Retirement Income

Submitted by Compass Wealth Managementnet on November 9th, 2016

It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity.

Tags:
  • advisor
  • Debt
  • Personal Finance
  • Saving
  • Social Security
  • wealth
  • Read more

3 Risk Factors that Can Improve Portfolio Performance

Submitted by Compass Wealth Managementnet on November 3rd, 2016

For as long as there has been stock markets, investors have intuitively known that expectations of returns come with commensurate expectations of risk; the higher return one expects the greater the risk one assumes in order to achieve it.

Tags:
  • advisor
  • Markets
  • Personal Finance
  • Saving
  • Stock Market
  • wealth
  • Read more

6 Easy Organization Tips to Take Time off of Taxes

Submitted by Compass Wealth Managementnet on October 21st, 2016

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily rolls around again, yet every year there are plenty of individuals who file for a tax extension (in 2014 there were approximately 12 million Americans who did so).

Tags:
  • April 15
  • Personal Finance
  • Tax
  • Tax Planning
  • Tax Season
  • Read more

Will It to be So: Things to Consider for a Strong Will

Submitted by Compass Wealth Managementnet on October 6th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions. But, death is also cause for practicality.

Tags:
  • Assets
  • Death
  • Family
  • Personal Finance
  • Saving
  • wealth
  • Will
  • Read more

When Filing for a Tax Extension Makes Sense

Submitted by Compass Wealth Managementnet on September 29th, 2016

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

Tags:
  • April 15
  • Personal Finance
  • Tax Extension
  • Tax Filing
  • Tax Planning
  • Taxes
  • Read more
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