Money in Motion Moment: Empty Nesting
The end of May marks a transition period for many Americans. It’s the start of commencement season with high school and college graduations almost every weekend. As graduates move onto [...]
Compass Point Co-Founder Quoted By Associated Press
Compass Point co-founder Tom Nee recently shared his expertise with Sarah Skidmore Sell of the Associated Press for an article about lost retirement money. The article, which was republished [...]
Money in Motion Moment: National Financial Literacy Month
To highlight the importance of financial literacy, in 2003, the U.S. Senate designated April Financial Literacy Month. While the intention may be to help youth get a jumpstart on [...]
Compass Point Featured On Forbes.com: How New Tax Laws Will Hurt Retirees
Marty Plecinoga, Compass Point co-owner and licensed advisor, was recently interviewed by Forbes.com contributor John Wasik about how the new tax laws could affect retirees. Wasik writes, “Unless you've [...]