Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
FINANCIALCOMPASS.COM
Mastering Mobile Lingo
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
HORSESMOUTH.COM
Managing Retirement Assumptions
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Can you put a price tag on procrastination?
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The Cost of Procrastination
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Concerned about the social impact of your investments?
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Investing with Your Heart
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Join us on December 2nd @ 6pm (CST) for our free #webinar to learn how you can create a great life in retirement. Bob Davis, CFP® will be discussing income, taxes, withdrawal strategies, and why you need a retirement income action plan.
Sign up for free below by following the registration link!
WED, DEC 2 AT 6:00 PM CST
[Webinar] Life After Work: How to Create a Good Life in Retirement
WED, DEC 2 AT 6:00 PM CST
[Webinar] Life After Work: How to Create a Good Life in Retirement
Is your retirement portfolio subject to “sequence of returns” danger?
FINANCIALCOMPASS.COM
Retirement Income and the Traditional Portfolio
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
When was the last time you paid yourself first?
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Pay Yourself First
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
How prepared are you for retirement?
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The Pre-Retirement Checklist
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
The recently passed $900 billion Consolidated Appropriations Act of 2021 includes stimulus checks, unemployment benefits, and more. Here are 5 of the key highlights that may impact you.
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5 Highlights of the New Stimulus Package
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
FINANCIALCOMPASS.COM
A Taxing Story: Capital Gains and Losses
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Every year since 1947, the U.S. President pens an economics textbook.
FINANCIALCOMPASS.COM
Required Reading: The Economic Report of the President
Is there a role for both active and passive investments in your portfolio?
FINANCIALCOMPASS.COM
The Great Debate Continues: Active vs. Passive
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
FINANCIALCOMPASS.COM
Rebalancing Your Portfolio
Three steps may make a difference if you find yourself suddenly single.
FINANCIALCOMPASS.COM
Suddenly Single: 3 Steps to Take Now
Every year since 1947, the U.S. President pens an economics textbook.
FINANCIALCOMPASS.COM
Required Reading: The Economic Report of the President
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
FINANCIALCOMPASS.COM
Rightsizing for Retirement
Do you know the difference between a global mutual fund and an international mutual fund?
FINANCIALCOMPASS.COM
Global and International Funds
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
FINANCIALCOMPASS.COM
Social Security: Maximizing Benefits
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Did you know that women control 51% of all personal wealth in the United States?
FINANCIALCOMPASS.COM
Women on the Rise
Just entering retirement? Here's what you need to know.
FINANCIALCOMPASS.COM
9 Facts About Retirement
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
FINANCIALCOMPASS.COM
When Markets React
Many have heard they should avoid probate; do you understand what probate is and how it works?
FINANCIALCOMPASS.COM
Problems with Probate
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Whether you realize it or not, you’ve allocated your assets.
FINANCIALCOMPASS.COM
A Decision Not Made Is Still a Decision
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
FINANCIALCOMPASS.COM
Important Birthdays Over 50
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
FINANCIALCOMPASS.COM
Retiring Wild: National Parks and You
Do global and international mutual funds complement or conflict with each other?
FINANCIALCOMPASS.COM
Global vs. International: What’s The Difference?
College, kids and costs.
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Getting a Head Start on College Savings
Generate income and rebuild principal. A powerful one-two punch.
FINANCIALCOMPASS.COM
Split Annuity Strategy
Whether you realize it or not, you’ve allocated your assets.
FINANCIALCOMPASS.COM
A Decision Not Made Is Still a Decision
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Do global and international mutual funds complement or conflict with each other?
FINANCIALCOMPASS.COM
Global vs. International: What’s The Difference?
College, kids and costs.
FINANCIALCOMPASS.COM
Getting a Head Start on College Savings
Generate income and rebuild principal. A powerful one-two punch.
FINANCIALCOMPASS.COM
Split Annuity Strategy
You’re the conductor of your 401k, IRA and taxable savings.
FINANCIALCOMPASS.COM
Orchestrating Your Retirement Accounts
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
FINANCIALCOMPASS.COM
How to Read Your Credit Report
The tax rules that govern donating art are complex and confusing. #taxes #art
FINANCIALCOMPASS.COM
Donating Art: Taxation Abstraction
Do global and international mutual funds complement or conflict with each other?
FINANCIALCOMPASS.COM
Global vs. International: What’s The Difference?
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
FINANCIALCOMPASS.COM
Tax Deductions You Won't Believe
You’re the conductor of your 401k, IRA and taxable savings.
FINANCIALCOMPASS.COM
Orchestrating Your Retirement Accounts
Even low inflation rates can impact your retirement outlook over time.
FINANCIALCOMPASS.COM
Inflation - Back to the Future
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
FINANCIALCOMPASS.COM
Data Thieves from Outer Space
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
FINANCIALCOMPASS.COM
Tax Deductions You Won't Believe
You’re the conductor of your 401k, IRA and taxable savings.
FINANCIALCOMPASS.COM
Orchestrating Your Retirement Accounts