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So far compasspoint has created 37 blog entries.

Central Massachusetts Residents’ Retirement Readiness

Compass Point Retirement Planning co-founder and licensed advisor, Michael LaBrie, was recently interviewed by The Worcester, MA, Telegram & Gazette reporter Peter Cohan about the recent “Massachusetts Retirement Readiness Survey” and what the findings reveal about residents in the Central Massachusetts region. “This survey of 1,000 Massachusetts residents over the age of 45 conducted [...]

Spreading Holiday Cheer with Toys for Tots

We hope you’ll be the ones to hit the road and visit us in our Wakefield office to participate in our annual toy drive to support the United States Marine Corps and Toys for Tots. We’ve supported this cause for more than 15 years, helping to bring the magic of the holidays to children [...]

2018-10-30T17:24:08+00:00Community|

Money in Motion Moment: End-of-Year Retirement Planning

We recently released some fascinating new findings from our very own statewide survey about retirement readiness in Massachusetts. Did you know that 24% of Massachusetts residents over 45 are just guessing when it comes to their retirement plans?! Check out the infographic for more interesting findings below and get the scoop on the rest [...]

Money in Motion Moment: Divorce

Don’t Let Divorce Devastate Your Retirement. Did you know that August through September is one of the peak seasons for filing for divorce (after March)? While it’s not a fun topic to talk about, divorce is commonly faced by many people and can really throw a wrench in your retirement plans. Barring a prenuptial [...]

Topsfield Fair

Compass Point Retirement Roadies will be at the Topsfield Fair every day from September 28 to October 8. This family-friendly event has entertainment for everyone, so we hope that between pig races and hot dog eating contests, you come by our booth to say hello and find out more about our "special sauce" for [...]

2018-09-04T21:06:48+00:00Community|

Money in Motion Moment: Kids in College

With summer winding down and as many of our clients are getting their kids ready to go back to school, we are frequently asked, “What’s the smarter choice for the long-term: to add to my retirement fund or pay for my kids’ college?” It’s an entirely reasonable question. Parents are reading headlines about American [...]

Newburyport Riverfront Music Festival

Join the Compass Point Retirement Planning team at the 17th annual Newburyport Riverfront Music Festival on Saturday, September 1 from 12 to 6 p.m. We are an event sponsor this year and can’t wait for a day of live, outdoor music with a great lineup: The Aldous Collins Band, Anderson East, Phillip Phillips and the [...]

2018-08-06T21:58:32+00:00Community|

Money in Motion Moment: 70½ Birthday

You probably don’t think much (or ever) about your half birthday, but did you know that turning 70½ really is a big deal? Generally, you are required by the IRS to withdraw a minimum amount from your retirement plan – a required minimum distribution or ‘RMD’ – by April 1 of the year after [...]

Beverly Homecoming

For more than 50 years, the city of Beverly celebrates its community with a weeklong series of events during Beverly Homecoming. This year, we join our neighbors in this tradition as a sponsor of Beverly Homecoming. We’ll be at Lynch Park during the ever-popular Lobster Festival on Wednesday, August 1 from 12 to 8 [...]

2018-07-16T19:53:47+00:00Community|