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Tuesday, February 20, 2024

The next generation of charitable planned-giving instruments are offering the ability of appreciated assets to donate the asset to charity(s) of their choice. They can then derive a lifetime income for the beneficiaries.

Wednesday, February 7, 2024

Charity, charitable contributions, tax deductible, Tax favored income, lifetime income, income, charitable giving, planning, financial planning, church, gifting, tax deductible

Wednesday, January 3, 2024

Why do women need a budget and a financial plan - Married, co-habitat or single - You need to plan! This Blog will discuss why you should have a budget.

Friday, December 15, 2023

As expected, the Federal Reserve held interest rates steady at its final two-day meeting of 2023, marking the third consecutive meeting without a raise in rates. This increases the chances that the Fed has finished its tightening cycle, whi

Tuesday, May 23, 2023

What should full liability coverage look like and why?

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Monday, May 15, 2023

MISSOURI AND ILLINOIS STATE MININMUS FOR AUTO INSURANCE-IS THIS FULL COVERAGE?The minimum auto insurance requirements in Missouri are:Bodily Injury Liability: $25,000 per person               ...

Tuesday, May 9, 2023

What Does Full Coverage for Auto Insurance Mean?Full Coverage auto insurance is a type of insurance that provides protection for you car, your passengers or other people or property that are not in your car in the event of damage or...

Monday, April 24, 2023

Reasons to Hire a financial professional.

Monday, April 10, 2023

When Should You Start Financial Planning?The best time to start financial planning is as soon as possible.Here are a few reasons why it's important to start the financial planning journey early:Time is on your side.You can avoid debt...

Thursday, April 6, 2023

We wanted to send a friendly reminder that the stock market is closed on Friday, April 7, for Good Friday. The bond markets will shut down early, at 2 p.m. on April 6, for Holy Thursday, also known as Maundy Thursday.As we head into...

Wednesday, April 5, 2023

Clients always ask why do I get these Stock Proxies to vote on and why do they keep calling me to vote?As a shareholder in a company, you have the right to vote on various topics that the company presents for your consideration...

Tuesday, April 4, 2023

The Compass Wealth Group LLC uses a financial planning process that helps you create a plan that is unique to your goals, needs and situation.

Tuesday, April 4, 2023

The reasons for having a financial plan in place

Friday, March 31, 2023

Our Financial Planning TeamBlake Smith, MBA, CFPBenjamine LeCroy, CPFAHarry Tart CPFALiz Kehoe, CPA,CPFADaniel Portman, CPFADale Von Hoffmann, CFPALynn EwersMars Eghigian Jr.Benjamine Briney

Monday, April 25, 2022

Thursday, March 24, 2022

Wednesday, December 15, 2021