- Tax PlanningIf you have any doubts about meeting the tax deadline, you may want to consider filing for an extension. Read More Subscribe to Tax Planning
- Charitable GivingWe will partner with you so that your final wishes are clarified, planned for, structured, and followed. Charitable inclinations are always encouraged, and proper planning can help ensure that maximum benefit to all concerned.
- Roth IRARoth IRAs can be a very effective way to save for retirement. The after-tax dollars won’t allow you to claim a tax deduction as you might on a traditional IRA Read More
- Tax Deductions
- Income Tax
- Capital Gains TaxesThe IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
- Investment ManagementJeff joins Compass Wealth Management as Associate Financial Planner. He is a graduate of the Scheller College of Business at the Georgia Institute of Technology, and has previously worked for Strategic Blueprint LLC, the registered investment advisory firm through which we conduct our portfolio management business. He holds a Series 65 registration, is experienced with custodian systems (including TD Ameritrade) and Black Diamond, and is currently pursuing his Certified Financial Planner (CFP®) designation.
- Wealth ManagementBad Money Habits: How They Vary by Generation & How to Break Them for Good | Compass Wealth Management LLC
- Financial PlanningOne day, while working over my kitchen table, she looked at me and said "you're really good at this - you should do this for a living". That was my inspiration for investigating what it was I was actually doing with her -- personal financial planning! Then I discovered the CERTIFIED FINANCIAL PLANNER™ certification, where I could combine my love of finance and helping others while raising my quality of life.
- Retirement PlanningRetirement can be deeply rewarding — and maybe even a little bit better — when we look out for the landmines and we know how to avoid them. Whether you’re just getting started with retirement planning or it’s time to revisit the numbers, the truth is that it’s complicated and we don’t have to do it alone.
- Long Term CareWhat will your future medical care look like and cost? At what point would you need live-in care or long-term care (LTC) facilities?
- Asset ManagementThis content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2024 Advisor Websites.
- Reverse MortgagesIf you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home Read More