December 4, 2019
Financial planning can be difficult if you don’t have the knowledge and skill set to do it well. Making informed objective decisions is hard to do when you are emotionally involved with the outcome.
Join us for a discussion about why using a financial planner will benefit you in the long term and how to find a financial planner who is a good fit for you.
The Compass Catholic Blog has more on this topic.
November 20, 2019
The advertising industry was created to make you discontent so you will want to buy whatever they are selling. Ads encourage you to focus so hard on what you want and what you DON’T have, that you often fail to appreciate what you DO have.
Develop an attitude of gratitude by learning the virtue of contentment. It all starts with recognizing the blessings we already have and being thankful for them. Join us as we share ideas for appreciating what we have and learning to be content.
The Compass Catholic blog has more ideas about ways to be content and grateful for the blessings God has given you.
October 2, 2019
We have so many people come to us who are on the brink of disaster. Maybe they have missed several payments on the mortgage, their credit card bills are past due or they haven’t opened their mail for months.
These problems don’t happen overnight—they creep up gradually. If you are in a situation where your finances feel slightly out of control. The best thing you can do is get them under control before they spin into a full blown disaster.
For additional ideas about avoiding financial disaster, check out the Compass Catholic blog.
September 11, 2019
We met a mom a few weeks ago who was telling us that her son and daughter started a dog walking business when they were young. Mom and dad taught the kids how to manage money wisely, and how to save. As the kids got older they took on more responsibility for their personal finances.
Their son is now graduating from college with no student debt. His entire college experience was funded by scholarships and money he saved. Even more amazing is that he has $100K in the bank as he graduates! What a wonderful way to get a head start in life.
This week the Compass Catholic podcast has ideas about how to train your kids to be financially responsible. If you don’t teach them when they are young, they will never learn as adults. Check out our blog for more on helping your children be financially responsible.
August 14, 2019
College graduation is one of those milestones in life that need to be celebrated. And after the celebration it’s time to face a lot of planning and decisions about your future, including strategies for how to handle money, pay off the student loans, and become a financially responsible adult.
Join us for ideas and suggestions about how to get organized for your financial future.
The Compass Catholic blog has more on how to get a handle on your finances.
July 24, 2019
Seniors in high school or college or recent graduates or are on the cusp of making financial decisions that may have a life-long impact. Help them become wise money managers and good stewards by being sure they have learned the important financial lessons. None of these lessons are complicated but they are all necessary to avoid future financial disasters.
The Compass Catholic blog has more on this topic.
June 19, 2019
Filing your tax return is a once-a-year event but a mid-year review will help you maximize your tax savings. It’ll only take 30 minutes to do a mid-year review, and it could easily save you thousands of dollars.
The goal is to be tax neutral–not paying too much or too little. The Compass blog has more on what to consider in your mid-year tax review and how to adjust withholding to come out as close as possible to paying or receiving net zero on your taxes.
May 15, 2019
John Kennedy, CFP and fiduciary, offers advice on saving for retirement. Check out this link and look at page 13 for the intersection of your age and salary. Multiply your salary by the number in the intersection to see how much you should have saved for retirement at your current age.
John also comments on his personal experience with the Compass Catholic Navigating Your Finances God’s Wayand Set Your House in OrderBible studies. Not only did it help him in his financial planner role, it also helped him and his wife communicate about their personal finances.
Read the Compass Catholic Blog for more benefits of using a financial planner.
May 8, 2019
If you don’t have the knowledge and skill set, do-it-yourself financial planning can turn into a huge disaster. It’s hard to make objective financial decisions when you are emotionally involved with the outcome. Join us for a discussion about why using a financial planner will benefit you in the long term. We will also share the questions to ask a financial planner before you decide to work with them.
The Compass Catholic Blog has more on this topic.
September 26, 2018
Is there more to life than accumulating money? Join us for a discussion on a Charles Schwab survey about wealth in America. Interestingly the most common responses about what it takes for people to feel wealthy have nothing to do with money.
Read the Compass Catholic blog for more on being wealthy versus feeling wealthy.