Compelling Wealth Advisors

10/22/2026

https://bit.ly/4yyDq4E

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/21/2026

🎁✨ The season of giving is here! We're once again proud to be a Toys for Tots drop-off location.

Stop by during business hours with a new, unwrapped toy to help bring holiday joy to children in our community. Prefer to shop online? You can ship a toy directly to our office. Just mark it as a gift and include your name so we know who to thank!

Thank you for helping us make the season a little brighter for local families. 🎄❤️

Deliver to:
Compelling Wealth
2601 Beltline Hwy Ste 104
Madison, WI 53713

Thank you from all of us at Compelling Wealth! 🎁🎅🎄

10/19/2026

https://bit.ly/4yWQemq

Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/18/2026

https://bit.ly/4i0Pdm9

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/17/2026

https://bit.ly/4yQs6Sv

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/16/2026

🎉 Happy 11-Year Anniversary, Allison O'Connor! 🎉

Eleven years ago, Allison joined the team. Since then, she's survived countless meetings, changing technology, busy seasons, and all the other adventures that come with the job. 🏆

Through it all, she's remained dedicated, dependable, and an invaluable part of our success. We're so lucky to have her on the team and grateful for the impact she's made over the years.

Allison, thanks for 11 fantastic years. Here's to celebrating today and making many more great memories ahead! 🎂✨

Drop a congratulations for Allison below! 👇

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

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

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

10/12/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.