March 20, 2019
We rarely think about the end of life issues or what would happen if we became incapacitated due to illness or accident. What a blessing it would be to your family in this situation if all the important information they would need was up to date, organized and easy to locate.
Check out the Compass Catholic Bible study, Set Your House in Order. It’s a 5-week small group study which walks you through the process of getting all your important information created, updated and organized. There is no better gift you can give your family.
Our blog has more on this topic.
March 13, 2019
When people retire, many times the goal is to simply stop working. As our lifespan increases, retirement can be a time of great fulfillment by planning well in the following areas:
- Talk to your spouse to develop a joint plan for retirement.
- Use a budget before retiring to manage your income and spending in retirement.
- Ditch the debt so you can be debt free when you retire.
- Find a passion to use your talents and skills in serving others.
Retirement can be the most fulfilling time of your life if you plan to make it so.
The Compass Catholic blog has more thoughts on retiring well.
Check out our retirement calculators as part of your planning process.
January 30, 2019
A 2017 study from CreditCards.com found that 74% of parents reported helping adult kids with expenses and debt. But once your child is an adult, there is a difference between lending a hand and providing them with a lifestyle they can’t afford.
For more on this topic, join us on the Compass Catholic blog if you are supporting your adult child financially.
December 19, 2018
Christmas Day is fast approaching. Don’t get so caught up in the busyness that you forget what the day is all about. Join us for thoughts on how to make conscious plans for a Christmas day you will enjoy. The Compass Catholic blog has more suggestions on this topic.
October 10, 2018
Social security is only supposed to supplement your retirement income. It is not designed to provide your entire retirement income, so you need to save for retirement in a big way.
It’s up to each one of us to stop relying on the government to take care of us in retirement.
Join us for a discussion about Social Security and read the Compass Catholic blog for more about how secure Social Security really is.
July 25, 2018
Planning for retirement can be a fun time as you prepare for a new season of life. It can also be a time of many financial decisions which will have long term impacts. Making the wrong decision about your 401K can jeopardize your financial stability, so make this decision very carefully with lots of pre-planning.
Join us as we talk about the decisions to consider.
The Compass Catholic blog has additional information about retirement planning.
March 28, 2018
Whether you are a senior citizen or trying to help one, there are all kinds of financial agreements that may take advantage of vulnerable, trusting seniors. The most likely are reverse mortgages, no interest loans and unauthorized charges.
The Consumer Financial Protection Bureau (CFPB) provides resources for older adults as well as their care givers (Managing Someone Else’s Money).
Listen in and check out our blog to learn more about how you can help seniors avoid financial situations that are not in their best interest.
January 24, 2018
Set Your House In Order is a 5-week Bible study to help you create, update and organize all your important information (health care surrogate, power of attorney, passwords, advisors, assets, debts, will, insurance, etc.) If there is an accident, illness or death, the most important gift you can give your family is organized information.
Check out details about the Set Your House in Order study to learn more. Be sure to check out our blog.
Whether you are young or old, married or single, working or retired this Bible study will be helpful to you. Use the “contact us” link to request more information or call us at 844-447-6263.