Your Personal Cyber Security
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On Course - Great Ready for 2023
Jennifer's Compass
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4M ago
On Course - Great Ready for 2023 On Course | December 15, 2022 | Volume 22, #10 Welcome. We at Compass Planning continue to appreciate your support. We wish all of you happy holidays and the best for the new year! Thank you. We're about to enter 2023! It's been a year. You still have time to make sure you're in the right financial place for the coming year. This month we're discuss mutual funds, retirement savings, interest rates, and charitable giving. If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click  . For Retire ..read more
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On Course - Smart Tax Tips for Now and Next Year
Jennifer's Compass
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4M ago
On Course - Smart Tax Tips for Now and Next Year On Course | February 28, 2023 | Volume 23, #2 Welcome. We at Compass Planning continue to appreciate your support. Thank you. We're now in the middle of the 2022 tax season. You should have received all the documentation from your various financial, federal, and state institutions. This issue will give you ideas that we hope go beyond the basic income and expenses information, including how you can make your 2023 tax year better. Take a look to see if you can tweak what you're doing. If you missed our series on retirement, you can still access t ..read more
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On Course - The New Secure Act 2.0 Tax Law
Jennifer's Compass
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4M ago
On Course - The New Secure Act 2.0 Tax Law On Course | February 8, 2023 | Volume 23, #1 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Much of the new SECURE 2.0 tax law comes into effect in 2023, with other parts phasing in over the next couple of years. The act has even more provisions than the first SECURE act so we've sifted through the act to find the changes that affect most of our clients. As with all new tax laws, stay tuned here for more detailed information on how these new changes will work. If you missed our series on retirement, you can still acces ..read more
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On Course - Money Relationships Outside of Marriage
Jennifer's Compass
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4M ago
On Course - Money Relationships Outside of Marriage On Course | May 23, 2023 | Volume 23, #4 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Many relationships involve money. Marriage is an obvious one with set rules about how money works in a marriage or, rather, how it works when a marriage ends. But how do you navigate other money relationships to help make sure money doesn’t ruin the friendship?  This month, we’re talking about ideas for best practices when you’re sharing money with someone you’re not married to. If you missed our series on re ..read more
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On Course - Money and Banking Lessons from the SVB Collapse
Jennifer's Compass
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4M ago
On Course - Money and Banking Lessons from the SVB Collapse On Course | April 11, 2023 | Volume 23, #3 Welcome. We at Compass Planning continue to appreciate your support. Thank you. For the last few weeks clients have asked many questions about the SVB (Silicon Valley Bank) collapse. So we thought this would be a good time to review best practices and places for your savings and money as well as how to think about the banking system in general. If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click  . For Retiremen ..read more
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On Course - Summer Activities and Your Personal Risk
Jennifer's Compass
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4M ago
On Course - Summer Activities and Your Personal Risk On Course | June 29, 2023 | Volume 23, #5 Welcome. We at Compass Planning continue to appreciate your support. Thank you. This month we are pleased to have Jen Meyer, VP, Business Development Executive for Marsh McLennan Agency as guest columnist. She has generously shared her advice on how to minimize your personal financial risks during the busy summer months. We thank her for her expert thoughts on this important topic.  If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savin ..read more
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On Course - Saving and Paying for College
Jennifer's Compass
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4M ago
On Course - Saving and Paying for College Welcome. We at Compass Planning continue to appreciate your support. Thank you. With the new student loan forgiveness program under the  , it's crucial to understand how to save for college and manage student loans. In this newsletter we’re providing insights on starting a college savings plan, tracking expenses, choosing a target amount to save, and selecting the right account, such as a 529 plan. Additionally, we offer guidance on determining how much to spend on college based on current expenses and future goals. Lastly, we touch on p ..read more
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Managing Bonds in Your Portfolio
Jennifer's Compass
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4M ago
On Course | September 26, 2023 | Volume 23, #7 Welcome. We at Compass Planning continue to appreciate your support. Thank you. When both the bond and stock market went down in 2022 – for different reasons – everyone became worried. The stock market has been much faster to recover than the bond market, which has led clients to ask questions about how to manage their bond holdings. We’ve been recommending that clients look at their bond asset allocation, portfolio balancing, and opportunities within the bond market. This month we talk about why bonds are important, the difference betwe ..read more
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Use Expense Tracking as Vital Part of Your Financial Planning
Jennifer's Compass
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4M ago
Use Expense Tracking as Vital Part of Your Financial Planning On Course | December 15, 2023 | Volume 23, #8 Welcome. We at Compass Planning continue to appreciate your support. Thank you. One of the big expense tracking apps – MINT – is being absorbed into Credit Karma on January 1. We have a number of money-savvy clients who love MINT and who asked us about the best replacement. That search has brought us here – to this month’s newsletter – a lesson on why tracking expenses is so important and how to make it easy. If you missed our series on retirement, you can still access the issu ..read more
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