Welcome. We at Compass Planning continue to appreciate your support. Thank you.
As a reader of On Course, you know how important it is to make a plan! This month we're giving you some tips about how to review your investment portfolio. In any market -- and particularly these days -- reviewing your investments allows you to stay on that plan.
In you missed our series on retirement, you can still access the issues. 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 reviewing your investment portfolio, we are here to help you stay On Course!