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Blog

Set of keys beside miniature house
Leslie Beck | Jan 22, 2024

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Leslie Beck | Jan 16, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Leslie Beck | Jan 16, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Couple walking in a field with the ocean in the background
Leslie Beck | Dec 17, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Man reading newspaper next to laptop and phone
Leslie Beck | Nov 17, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Leslie Beck | May 17, 2023

US Debt Ceiling Default - How It Will Impact Social Security and Medicare

Debt Default
Social Security
Medicare
The current debt ceiling of $31.4 trillion was reached in January 2023, and Congress has not yet agreed on a plan to raise it or suspend it before the deadline
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Leslie Beck | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Leslie Beck | Nov 9, 2022

The 2023 Social Security Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A row of houses along a canal
Leslie Beck | Nov 9, 2022

Retiring Abroad? What You Need to Know

Retirement
Lifestyle
Travel
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Two people having a picnic by a lake
Leslie Beck | Mar 31, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Leslie Beck | Mar 31, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Hand holding a house key
Leslie Beck | Jan 6, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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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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