Money in Motion Moment: Tax Prep Season

Tax season is upon us! This year may prove especially challenging for Americans given the new tax codes and the government shutdown, meaning fewer IRS personnel are available to clarify any confusion on the laws. While we are not tax experts, we have taken a look at the new tax law changes and how [...]

Wicked Local Readers Choice Award

We are honored that Compass Point Retirement Planning was named the #1 choice for financial planners in Wakefield in the Wicked Local Media Group Readers Choice Awards 2018. Thank you to our clients who voted for us! If you missed seeing the list of winners in your local paper, you can view the digital [...]

2019-01-31T15:34:33+00:00Community|

Money in Motion Moment: New Year, New Job

With a new year often comes big changes, and if one of the changes you’re looking to make this year is a new job, the team at Compass Point Retirement Planning has your back!It’s no easy f eat to change jobs. From updating your resume and phone interviews to in-person interviews, second interviews and [...]

Money in Motion Moment: Financial Fitness in the New Year

The ho-ho-holidays are upon us! While a joyous season for many, we realize that the holiday season can be pretty expensive too, with all the holiday shopping, entertaining and traveling. Instead of letting finances stress you out this season, make it a resolution for 2019 to get your finances back in tip-top shape. Compass Point [...]

Rise Against Hunger

In November, we held our second meal-packing event in our Wakefield office to support Rise Against Hunger. These meals primarily support schools in developing countries, as well as crisis relief efforts. Our team of 30 volunteers, including friends and family members, donned stylish red hairnets and got hands-on with prepping highly nutritious meal packages [...]

2018-11-26T18:26:12+00:00Community|

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|