July 17, 2019
We can get so used to doing things in the same old ways that’s hard to make a change. Any change can be difficult, but if you are successful with small changes, they can help you to succeed with large changes. Taking time to make small mindset changes can lead you to a path of financial freedom, just by concentrating on doing things differently and thinking about things differently.
Tune in for suggested mindset changes that can help you on the path to those significant changes. The Compass Catholic blog has more on this idea.
July 3, 2019
We all have a tendency to think that SOMEDAY we will be happy, content and financially stable. But if we don’t start today, we’ll never get there.
Join us for 10 easy steps you can take today to improve your monthly finances: track your spending; review monthly payments; determine if you still need to pay PMI on your mortgage; earn more; review insurance; discern wants vs needs; question every purchase; set spending priorities; stop shopping as entertainment; quit comparing yourself with others.
Listen in and check out our blog to learn more about ways to start improving your monthly budget today.
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.
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.