Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review, a history lesson or some other surprise. Always something relevant. So keep checking in. We’re glad to have you reading along.
January Is Financial Wellness Month
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...
Read MoreOn the Road to Financial Ruin
Have you ever stopped long enough to notice how many tools we have to assist our road travel these days? From traditional traffic lights and road signs, to programmable electronic billboards, GPS, and a bevy of smart-phone apps for...
Read MoreSecrets of a Wealth Creator: How to Buy, Borrow, and Pay Smarter
Let’s face it, we all buy things and we will need to buy things our entire life. It’s not necessarily what we buy, but rather the way we choose to pay for them that can have a lasting impact on our financial well being....
Read MoreA Matter of Perspective
There once was a blind man who was miraculously given his eyesight. For his entire life he had accomplished everything he needed to do without the benefit of eyesight. Instead of utilizing his vision, he leaned heavily on the use of...
Read MoreQualified Plans: The Hidden Truth
For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances...
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Trains, Tickets, and Taxes: All Aboard!
Imagine that there are four people in line to purchase tickets at the train station. One after the other, they each purchase one ticket of the same class, on the same train, bound for the same destination. As they board, they take...
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Mortgages: Spoiled for Choice
It is likely that during your lifetime you will allocate more dollars to the place you are going to sleep than anything else. As such, the potential to transfer your wealth away unknowingly and unnecessarily as a result of decisions...
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The Golf Caddie Analogy
Throughout the years, I’ve found that people tend to have a wide range of expectations that come to mind when they hear the term “Financial Advisor.” And it’s no wonder that sometimes even the advisors...
Read MoreWhy My Clients Choose to Work With Me
If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, we can do a better job. It would seem that most investment firms share...
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Your Personal Economic Model®
One of the tools we are able to utilize when discussing the best course of action to secure your financial future is known as the Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical...
Read MoreRelationships are Fundamental
It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also...
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Important Announcement!
Due to some regulatory changes in our business, Compass Insurance & Financial Group will be undergoing a name change (or two). Our Property & Casualty Insurance and Financial Services operations will be separated under the names...
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