Welcome. We at Compass Planning continue to appreciate your support. Thank you.
This month we are pleased to have Jen Meyer, VP, Business Development Executive for Marsh McLennan Agency as guest columnist. She has generously shared her advice on how to minimize your personal financial risks during the busy summer months. We thank her for her expert thoughts on this important topic. 
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 understanding how to protect your money in these situations, we are here to help you stay On Course!