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 here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you would like assistance with year-end planning, we are here to help you stay On Course!