Everyone can use a good pep talk when it comes to financial planning—even federal employees. Getting started is often the hardest part. Frankly, this can be a pretty overwhelming topic for most of us to face. Most [...]
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it's essential to consider various strategies to supplement Social Security [...]
In 2022, the United States experienced the most significant inflation in four decades, primarily due to macroeconomic disruptions and supply chain issues following the COVID-19 pandemic. This led to an 8.7% cost-of-living adjustment (COLA) for Social Security [...]
When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your financial security is [...]
Congratulations on reaching your retirement! However, the journey doesn't end here; it's time to start building income strategies to ensure financial security throughout your golden years. Balancing income, expenses, and portfolio growth is crucial for a sustainable [...]
Plenty of people in the late stages of their careers and in the pre-retirement age range may find themselves focusing on covering immediate financial needs and postponing their retirement needs. If this sounds like you, we get [...]
Preparing for healthcare expenses in retirement may be a good idea because studies suggest that most couples will spend approximately $315,000 on healthcare during their retirement years.[1] This staggering figure underscores the importance of developing a robust [...]
Losing a loved one can be an emotionally challenging time, and dealing with the financial aspects of an inheritance can add an extra layer of complexity to an already difficult situation. Here are some key considerations to [...]
As you look forward to enjoying the fruits of your labor in retirement, you probably want to ensure that the money and assets you’ve built up over the years are safeguarded. One aspect of retirement planning that [...]
You have probably heard advice that looks something like this when it comes to retirement: As you approach retirement, you should shift your investments and investment strategy to be less risky. But what if that isn’t always [...]
Investment Advisory Services offered through Secure Retirement Solutions, LLC dba Compass Financial Group (CFG), a State-Registered Investment Advisor.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
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