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 [...]
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 [...]