Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.
Clients often ask about how to prepare for retirement. This month, we're giving you a quick checklist to help you understand the when and how of retirement.
For a more detailed breakdown of retirement planning, read the following 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 would like assistance planning for retirement, we are here to help you stay On Course!