Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.
For more than seven months, we have been living in a very different world. We think it's a good time to take a closer look at what has happened to your finances. The newsletter this month can help you focus on where you are and what you can do moving forward. Both the why and the how are important. Please read on.
You may have missed our recent series on retirement. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you need assistance creating an income and expense plan, we are here to help you stay On Course!