Welcome. We at Compass Planning continue to appreciate your support. Thank you.
For the last few weeks clients have asked many questions about the SVB (Silicon Valley Bank) collapse. So we thought this would be a good time to review best practices and places for your savings and money as well as how to think about the banking system in general.
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're concerned about your personal banking, we have some ideas. If you would like assistance understanding how to protect your money, we are here to help you stay On Course!