Compass Financial Group

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/30/2026

Small wins matter.
This week, maybe your win was:

*Sticking to your grocery budget
*Scheduling an appointment you had been putting off
*Having an important conversation
*Saving a little extra
*Saying no to something that did not fit your priorities
*Simply making it through a busy week

Progress does not always look dramatic. Sometimes it looks like one small wise decision at a time.

What was one small win from your week?

05/29/2026

June is almost here, which makes this a great time for a mid-year money checkup.
Here are a few questions to ask yourself:

*Have my goals changed since January?
*Am I saving consistently?
*Do I need to adjust my budget for summer expenses?
*Have I reviewed my retirement contributions?
*Are my insurance and estate planning documents up to date?
*Do I know what financial decisions are coming in the next 6 months?

A mid-year checkup does not have to be complicated. Sometimes the most helpful step is simply pausing long enough to look at where you are.

Save this post as a reminder to review your financial goals

05/28/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/26/2026

Money conversations with family can feel uncomfortable, but they are often some of the most important conversations we can have.

A few topics worth discussing with loved ones:

*Where important documents are kept
*Who to contact in an emergency
*Long-term care preferences
*Estate planning basics
*Financial goals for the next season of life

You do not have to cover everything in one conversation. Start small. Ask thoughtful questions. Listen well.

The best financial plans often begin with honest conversations.

What is one financial topic you think families should talk about more openly?

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/25/2026

Today we pause to remember and honor the men and women who gave their lives in service to our country.

We are grateful for their sacrifice and for the freedoms we are blessed to experience because of it.

Wishing you and your family a meaningful Memorial Day.