Giving More Than Money: How to Be of Service

June 15, 2016

givingEach of us has been given time, talent and treasure in life. When it comes to helping others, most of us rely on our treasure, or our wealth, to support our favorite causes. Yet many of us want to be of even more service. We sense that we can discover a greater fulfillment in life by giving of our time and talent as well.

When Planning Your Legacy, Consider More Than Your Estate

May 27, 2016

estate planningIn planning for your retirement, you have four L's to address: lifestyle, longevity, liquidity and legacy. We've looked at the first three in previous articles. In this article we'll consider the fourth—your legacy.

Volatile Markets Have You Worried? Keep a Long-Term Perspective

April 15, 2016

perspectiveThe stock market's volatility can be unsettling for investors. On good days, it is easy to have an upbeat perspective. However, when the market takes a dip, those who are dependent on their investments for income often start worrying.

New Law Gives Boost to IRA Charitable Rollovers

April 1, 2016

senior charityCongress just made donating to charity easier. Late last year, President Obama signed Protecting Americans from Tax Hikes into law. Included in that act was the permanent extension for certain IRA owners to donate to charitable organizations from their retirement accounts. Usually, such donations generate ordinary income for taxpayers, but under this rule, the rollover is excluded from gross income.

Hope and Healing: CEO Wants Ailing Children Everywhere to Be "A Kid Again"

March 15, 2016

Jeff DamronFrom time to time, Compass Financial Group highlights clients and others in our community who are following their passion and making an impact in the world. This month, we are pleased to share the story of our client Jeff Damron. His work in granting the wishes of children with life-threatening illnesses is changing the lives of those kids and their families. Compass Financial Group is proud to make a financial donation to A Kid Again in his honor.

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