Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.
In November Craig Pellet, CPA, wrote an excellent article on how best to prepare now for the April 2021 tax deadline. If you missed it, you can read it here. As you prepare your taxes, take a bit of extra time to delete, organize, and update your financial info.
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 organizing your finances, we are here to help you stay On Course!