Don C. Joe, CEO of Compass Financial Strategies, LLC

05/12/2025

Anyone turning 65 this year and totally confused on Medicare and Medicare Supplements? Medicare has everything to do with Retirement Planning. There are certain deadlines that you must meet to qualify for automatic enrollment of Medicare Supplements without underwriting. We can help decipher it for you.

01/29/2025

Happy Lunar New Year! May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune.

11/07/2024

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

Use this guide to help prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

11/04/2024

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.
https://bit.ly/40xkxln

10/30/2024

Learn more about life estates and the significant benefits they can have on estate planning.

A life estate is a type of interest in real property. It lasts for the duration of a specific person's lifetime. When that person passes away, the property is transferred automatically to those who have a remainder interest in it. Life estates have some significant benefits for estate planning. L

10/30/2024

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. Regardless of who is in office, taxes may change. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.
https://bit.ly/3YEkWRH

02/03/2024

Even presidents know that great leadership means making good decisions not just for your country, but for your loved ones as well. Learn which U.S. presidents have been New York Life policy owners, and reach out when you're ready to be the commander in chief of your family's financial future.

These presidents were insured by New York Life

08/18/2020

Cultivate your kids' entrepreneurial spirits, whether they're starting something today or dreaming of a future business.

Let’s make one thing clear: I do not care if your child starts a business. What I do care about, however, is that if your child decides, of their own accord, at some point in their life, that they want to start a business, they can.

08/11/2020

Learn from one woman's successful journey to create a multimillion-dollar business.

Meet Danelle Delgado, a single mom and multi 7-figure entrepreneur who used her difficult life experiences to build a company that helps others scale while doing good for the world.

04/24/2020

“An educated man should know everything about something, and something about everything.” ~C.V. Wedgwood