Incompass Financial

05/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

05/28/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

05/23/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

05/21/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

05/16/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

05/14/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

05/09/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

05/07/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

05/02/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

05/01/2026

After a late March drop, the S&P 500 has rebounded about 9%, hit a new all time high, and is back positive for 2026. Earnings have been strong, even as headlines stay noisy. Midterm years are usually bumpy, so staying diversified, disciplined, and patient still matters most. Please note past performance is not a guarantee of future results.

Questions about what this means for your plan? Call 770.971.9141 or email [email protected] and we will help you weigh the options.