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Knowledge is Power

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The more you know about planning and investing, the higher the probability you will make suitable financial decisions.

 When you make the appropriate decisions, you increase your odds of achieving your financial goals.

Tax-Advantaged Accounts for Retirees
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Tax-Advantaged Accounts for Retirees

The right investment advice is critical, especially for retirees. As part of that, tax planning is highly valuable to ensure you’re getting the most out of every dollar you’ve worked so hard to earn and save. A key component of...
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How Much Do The Rich Pay In Taxes?

How Much Do The Rich Pay In Taxes?

According to a White House analysis from 2010 to 2018, 400 of the wealthiest families in the U.S. paid an average of 8.2% on their federal individual income taxes. The average effective tax rate was $1.8 trillion of income over nine years. The same research also revealed that 25 of the wealthiest citizens paid an effective federal tax rate of […]
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Top 5 Reasons Tax Planning Strategies Are Important

Top 5 Reasons Tax Planning Strategies Are Important

Taxes are often a forgotten part of a financial plan because no one likes to think about giving Uncle Sam a cut of hard-earned cash. Even though tax season isn’t the most wonderful time of the year, you can work the tax code to your favor by participating in a little exercise known as tax planning. Unlike tax preparation, tax […]
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Tax Planning Vs Tax Preparation

Tax Planning Vs Tax Preparation

Your W2s and 1099s are arriving in anticipation of every American’s favorite season – tax season! This one could be one of the most complex in history. With markets rocketing higher in 2021 and millions of Americans changing careers and quitting jobs, tax professionals have their work cut out for them this spring. Taxes are an under-discussed topic but should […]
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Compass Wealth, LLC New Website Announcement

Compass Wealth, LLC New Website Announcement

We are thrilled to announce the launch of our new and improved Compass Wealth website! Our highly functional website launched on Wednesday, March 30, 2022. The enhanced look and feel make navigating, finding information, and reading about what matters to you and your finances most enjoyable. Our ongoing articles and resources provide extra value to our commitment to you.    […]
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