Welcome. We at Compass Planning continue to appreciate your support. Thank you.
One of the big expense tracking apps – MINT – is being absorbed into Credit Karma on January 1. We have a number of money-savvy clients who love MINT and who asked us about the best replacement. That search has brought us here – to this month’s newsletter – a lesson on why tracking expenses is so important and how to make it easy.
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 setting up your expense tracking, we are here to help you stay On Course!