Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. Here are a few reasons why you might want to revisit your will from time to time. https://lnkd.in/exbMxTSn
Compass Financial Group
金融服务
Windcrest，Texas 6 位关注者
We work with Federal & Government employees, helping to balance their benefits with the rest of their financial picture.
关于我们
Welcome to Compass Financial Group! We are a comprehensive financial services firm specializing in guiding federal employees in San Antonio and beyond through retirement planning. As the sole FedImpact educated advisory in San Antonio, our team possesses an in-depth understanding of federal benefits, enabling us to address the unique challenges federal employees face in retirement planning. Our goal is to empower you with the knowledge and tools necessary to navigate your federal benefits seamlessly, ensuring you enter retirement with confidence. Connect with us to begin your journey towards a secure financial future. Reach out today! Facebook: https://www.facebook.com/CompassFinancialGroup Phone: (210) 783-0042 Website: https://compassfinancialsa.com/
- 网站
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https://compassfinancialsa.com/
Compass Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Windcrest，Texas
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Retirement Strategies、Investment Management、Social Security、Federal Employees Benefits和Legacy and Estate Planning
地点
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主要
获取路线
8940 Fourwinds Dr
Suite 311
US，Texas，Windcrest，78239
Compass Financial Group员工
动态
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Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. https://lnkd.in/eH_AMn-p
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The Federal Employee Health Benefit (FEHB) program is the health insurance program for federal employees— Here we will cover 5 FEHB premium questions feds have going into retirement. https://lnkd.in/eW_Nx4iA
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Catching up on retirement savings can feel daunting, especially if you’ve started late. However, with strategic planning and commitment, it’s entirely possible to build a comfortable nest egg for your future. https://lnkd.in/ec77Am8s
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Retirement planning can sometimes feel like trying to hit a moving target... Let’s break it down in simple terms, talk about the potential risks, and highlight how to turn changes into opportunities for stronger retirement finances. https://lnkd.in/eiyXcXnN
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Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move… and with it, your account values may as well. https://lnkd.in/e-YuN2DF
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The number of TSP millionaires exploded over the past year thanks to the outstanding performance of the stock market in 2024. So how do you become one? https://lnkd.in/eRZuW8qZ
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Estate planning tools like Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts (GRATs), and Charitable Remainder Trusts (CRTs) offer tailored solutions to address unique issues for high-net-worth retirees. Check out some examples of problems and solutions in today's blog! https://lnkd.in/eCY9b9_8
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Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). https://lnkd.in/dzDMqpzr
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Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. https://lnkd.in/eNcHw9rS