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Blog

Leslie Beck | Dec 23, 2024

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Leslie Beck | Dec 16, 2024

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Leslie Beck | Dec 9, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Leslie Beck | Dec 2, 2024

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Leslie Beck | Nov 25, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Leslie Beck | Nov 18, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Leslie Beck | Nov 11, 2024

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Leslie Beck | Nov 4, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Leslie Beck | Oct 28, 2024

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Leslie Beck | Oct 21, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Leslie Beck | Oct 14, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Leslie Beck | Oct 7, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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9 Lincoln Avenue, Ground Floor
Rutherford NJ 07070

Contact Info

(201) 933-1790
leslie@compasswealthmanagement.net

 

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Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Strategic Blueprint, LLC is not affiliated with Compass Wealth Management LLC. Supervising office at 678-954-4130.

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