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New Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.Individual Retirement Accounts (IRAs)IRA contribution limits are up...
Read MoreFinancial Planning - Wills & Trusts
The Compass Wealth Group, LLC understands that safeguarding your financial future and providing for your loved ones are priorities that deserve thoughtful planning. We are committed to helping you create a solid financial plan that...
Read MoreYou are Never to old to create a Will or Trust
YOU ARE NEVER TO OLD TO CREATE A WILL, TRUST and a FINANCIAL PLAN Getting a will or a trust at a young age might seam unnecessary, but it offers several important benefits, especially as life circumstances change. Here's why you should...
Read MoreTCWG Financial Planning Services
The Compass Wealth Group, LLC understands that safeguarding your financial future and providing for your loved ones are priorities that deserve thoughtful planning. We are committed to helping you create a solid financial plan that...
Read MoreDonate to Charity and Create a Income Stream for Yourself or Other Family Member
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.
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Charitable Gift Trust Tax Advantage Income For Life - Are They For You?
Charity, charitable contributions, tax deductible, Tax favored income, lifetime income, income, charitable giving, planning, financial planning, church, gifting, tax deductible
Read MoreWomen Should have a Budget and a Financial Plan for Several Reasons:
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.
Read MoreFed Keeps Rates Steady and Signals Cuts Next Year
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
Read MoreHow Much Liability Coverage Do I Need?
What should full liability coverage look like and why?
Read MoreWhat are State Requirements for Property & Casualty Insurance
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 ...
Read MoreWhat Does Full Coverage for Auto Insurance Mean?
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...
Read MoreLive Life on Your Financial Terms
Reasons to Hire a financial professional.
Read MoreThe Best Time to Start Financial Planning
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...
Read MoreGood Friday
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...
Read MoreWhy Vote for those Annoying Stock Proxies?
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...
Read MoreThe Compass Wealth Group Financial Planning Process
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.
Read MoreThe Reasons For Having a Financial Plan In Place
The reasons for having a financial plan in place
Read MoreThe Compass Wealth Group Financial Planning Team
Our Financial Planning TeamBlake Smith, MBA, CFPBenjamine LeCroy, CPFAHarry Tart CPFALiz Kehoe, CPA,CPFADaniel Portman, CPFADale Von Hoffmann, CFPALynn EwersMars Eghigian Jr.Benjamine Briney
Read MoreCompass Group Receives Certified Plan Fiduciary Advisor designation
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