Compass Financial Group

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

10/01/2026

We came to the ProFeds National Conference ready to learn… and apparently ready to sign the Declaration of Independence! 🇺🇸😂

The Compass crew is having a VERY patriotic time! We clearly don’t believe in doing anything halfway. ❤️🤍💙

Learning, connecting, and making great memories together—with a little extra 1776 flair!

Retirement planning is serious business… but that doesn’t mean we can’t have some revolutionary fun! 😉🇺🇸

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/28/2026

The Survivor Benefit Plan protects a portion of your income for your spouse, but it might not be enough on its own. Pairing government benefits with private life insurance can fill critical coverage gaps and build a complete retirement strategy.

Read the full blog here:

The Survivor Benefit Plan (SBP) is an excellent way to protect a portion of your income for your spouse when you die. But that is all it protects, just a portion. While it’s great that the government offers this program, it may not provide you or your spouse

09/24/2026

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

09/18/2026

You may notice a new title for some familiar faces! As part of our continued focus on providing exceptional service, our Advisor Support team is now the Compass Concierge Team.

While the name is new, their role remains centered around helping you—coordinating appointments, assisting with service needs and paperwork, answering questions, and making sure you're connected with the right person whenever you need us.

Sabra and Elvia are here to make working with Compass as easy and seamless as possible. From scheduling and paperwork to service requests and everyday questions, your Compass Concierge Team is here to help, keep things moving, and make sure you always know who to turn to!

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,