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Personal Finance

How to Protect Your Personal Data Online

Submitted by Compass Wealth Management LLC on July 15th, 2019

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Tags:
  • data breaches
  • Personal Finance
  • Privacy
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Your Emergency Fund and You

Submitted by Compass Wealth Management LLC on June 13th, 2017

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days. And if I’m honest, the world is a bit of a scary place at the moment, for all sorts of reasons.

Tags:
  • emergency
  • Financial Planning
  • Personal Finance
  • Savings
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Robots versus Humans: Financial Advisers for the Digital Age

Submitted by Compass Wealth Management LLC on May 9th, 2017

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact.

Tags:
  • advisor
  • Financial Planning
  • Leslie Beck
  • Markets
  • Personal Finance
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Game of Life: Financial Planning At Every Age

Submitted by Compass Wealth Management LLC on April 20th, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

Tags:
  • advisor
  • Financial Planning
  • Personal Finance
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How to Protect Your Finances While Traveling On Vacation

Submitted by Compass Wealth Management LLC on April 20th, 2017

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

Tags:
  • Financial Planning
  • Personal Finance
  • Vacation
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Ups and Downs of Online-Only Banking

Submitted by Compass Wealth Management LLC on March 30th, 2017

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact.

Tags:
  • Investments
  • Personal Finance
  • Savings
  • Read more

Demystifying Auto Insurance Rates and How to Lower Them

Submitted by Compass Wealth Management LLC on March 23rd, 2017

For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting quotes from different companies) it’s always different. Worse, there doesn’t seem to be any rhyme or reason for the quote.

Tags:
  • advisor
  • Auto Insurance
  • Personal Finance
  • Saving
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Submitted by Compass Wealth Management LLC on March 15th, 2017

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.

Tags:
  • advisor
  • Personal Finance
  • Pets
  • Saving
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Life Unexpected: Are You Prepared?

Submitted by Compass Wealth Management LLC on March 9th, 2017

Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying to do for ourselves and our families.

Tags:
  • advisor
  • Debt
  • Personal Finance
  • Saving
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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by Compass Wealth Management LLC on March 2nd, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents enough. Not a brief thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something clear in the way which children experience the world: recklessly present and innocently ambivalent.

Tags:
  • advisor
  • Personal Finance
  • Saving
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