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Blog

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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Yellow Volkswagen van on road in desert
Leslie Beck | Oct 30, 2020

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Three women laughing in a park
Leslie Beck | Oct 30, 2020

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Businessman using a laptop and smartphone
Leslie Beck | Oct 30, 2020

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Leslie Beck | Aug 10, 2020

Choosing a Roth IRA

Retirement
Roth IRA
IRA
Savings
Roth IRAs can be a very effective way to save for retirement. The after-tax dollars won’t allow you to claim a tax deduction as you might on a traditional IRA
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Leslie Beck | Jul 2, 2020

Financial Planning Lessons from the Covid-19 Crisis

Financial planning lessons
Covid-19
financial professional
None of us expected an economic upheaval spawned by a health crisis as the year began. But let’s not forget that the fundamentals–the core financial precepts
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laptops&Desk
Leslie Beck | Jun 30, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance
Personal Finance
financial professional
do-it-yourself

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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Leslie Beck | Jun 2, 2020

7 steps to successfully steer your finances in a COVID-19 world

Finances
Personal Finance
Covid-19
Economic Crisis
Emergency Fund
Savings
Student Loan Repayment
This month, we want to look at various ways you might shore up your finances in today’s uncertain world.
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Benefits of Diversifying Investments - Compass Wealth Management
Leslie Beck | May 26, 2020

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. A common saying we often hear is “never put all your eggs in one basket” and

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Office

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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