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So far compasspoint has created 45 blog entries.

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 [...]


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 [...]


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 [...]


North Shore Pride

June is Pride Month, marked with parades, festivals and other celebrations for the LGBTQ communities. Compass Point Retirement Planning is proud to support North Shore Pride in its mission to promote the welfare and unity of the LGBTQ community within the North Shore.Please join us on Saturday, June 23 at the North Shore Pride 2018 Parade [...]


Domestic Partnerships

If you have worked and earned sufficient income, you are eligible for Social Security benefits, which include retirement. If you pass away, Social Security also allows for survivor's benefits for your spouse and dependent children. Because Social Security is a federal program, however, it conforms to federal law, including a statute passed in the [...]