Jun 3, 2016
Taxes in mutual funds are bound to become a bigger and bigger issue as the government faces its deficit. Here is a basic investment tip you can pass along to help your clients keep their tax bill as low as possible: Make sure that investments that generate a lot of...
May 24, 2016
Check your homeowner’s insurance…especially if you’ve been hit hard by wind and hail lately. You may have a gaping hole in your roof insurance coverage without even knowing it. Many insurers are dialing back the roof coverage portion of their home insurance, and many...
May 17, 2016
Recently we have received phone calls from our Clients stating they have just received a demanding phone call from the IRS that they owe taxes for this year or previous years. Below is information from the IRS website, discussing aggressive and threatening phone calls...
May 11, 2016
Why we need financial CPR is because the financial decisions you make now are reflective of your financial success in the future. Achieving financial security in retirement starts with making smart choices. And I believe making smart choices begins with a Compass Plan...
Apr 19, 2016
The Department of Labor recently issued new regulations that will require financial advisors and brokers handling individual retirement and 401(k) accounts to act in the best interests of their clients. Many consumers assume the individuals and firms investing their...
Mar 28, 2016
We have received calls recently from individuals concerned about the markets and whether their portfolios are positioned well to handle the current market uncertainty and recent volatility. Year-to-date, the DOW is down -5.72% and the media has shared recent hype on...
