Money in Motion Moment: Receiving an Inheritance
Receiving an inheritance is often a bittersweet experience. The financial windfall certainly doesn’t make up for the pain and sadness of losing a loved one. But the inheritance has the [...]
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 [...]
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 [...]
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. [...]