Compass Catholic

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January 8, 2020  

2020 Financial Checklist (encore presentation)

Join us for a discussion with one of our favorite financial planners, John Kennedy of Candor Path Financial Services. John will share ideas with us about how to get your finances in shape for 2020.

The Compass Catholic blog has more ideas for you to consider.

January 1, 2020  

Improve Your Monthly Finances in 10 Easy Steps

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 the Compass Catholic blog to learn more about ways to start improving your monthly budget today.

December 11, 2019  

Your 2020 Financial Checklist

Join us for a discussion with one of our favorite financial planners, John Kennedy of Candor Path Financial Services. John will share ideas with us about how to get your finances in shape for 2020.

The Compass Catholic blog has more ideas for you to consider.

December 4, 2019  

Why You Should Use a Financial Planner

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.

July 24, 2019  

What Your Graduate Needs to Know About Money

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  

Mid Year Tax Review

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 8, 2019  

The Benefits of Using a Financial Planner - Part 1

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.

January 9, 2019  

Your 2019 Financial Plan - Compass Catholic

There are three things you should do to review your 2018 finances and get prepared for 2019:

  • Review your budget in 2018 and make the necessary changes for 2019. Which categories will decrease or increase in the new year?
  • Review where you are on the Compass Money Map. Which destinations are complete and which still have open items?
  • Calculate your Net Worth. Do you owe more than you own? Or is your net worth positive?

The Compass Catholic blog shares more about these three important steps to get ready for a successful financial year in 2019.

July 25, 2018  

Retiring? What will you do with your 401K?

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.

April 11, 2018  

Great Ways to Use Your Tax Refund

Are you getting a big chunk of change back from Uncle Sam for your 2017 tax return?  Your goal in 2018 should be to be tax neutral—not owing too much and not getting too much back. Listen in for ideas about how to do that. If you are getting a refund this year, we also have ideas for how you can us it productively.

Check out our blog for more about using your tax refund.