Compass Financial Group

10/26/2026

We spend a lot of time talking about financial health, but maintaining a proactive focus on your physical well-being is just as important as managing your finances. Read our blog this week to explore the connection between your physical health and your wallet and why it can’t be overlooked!

Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive focus on your physical well-being is just

10/26/2026

Not quite ready to step away from your career entirely? A phased retirement allows you to gradually reduce your work hours, transition into your next chapter at your own pace, and protect your financial future. Discover whether this approach is the right fit for your retirement plan.

read the full blog here:

If there is one retirement option that very few federal employees can participate in, it’s a “phased retirement.” The federal government realized that many of their senior federal employees, especially those in specialized and/or leadership roles, were sometimes leaving their jobs to a success...

10/19/2026

🎃 OH MY GOURD… we need your vote!

We gave the Compass team pumpkins and creative freedom, and they took that assignment VERY seriously. 😂 From spooky to whimsical to out of this world, our Pumpkin Decorating Contest has a little of everything!

Now we need our Compass clients and friends to settle a very important office matter: Who deserves pumpkin bragging rights? 🏆

👍 Cast your vote by liking the individual photo of your favorite pumpkin, or vote in person at the office. One vote per person, please!

🗓️ Voting closes Thursday, October 29.
🎉 Winner announced Friday, October 30.

Choose wisely… the winner may be bringing this up at staff meetings for a while. 😉

10/19/2026

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. Check out our blog for some location ideas!

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

10/01/2026

We came to the ProFeds National Conference ready to learn… and apparently ready to sign the Declaration of Independence! 🇺🇸😂

The Compass crew is having a VERY patriotic time! We clearly don’t believe in doing anything halfway. ❤️🤍💙

Learning, connecting, and making great memories together—with a little extra 1776 flair!

Retirement planning is serious business… but that doesn’t mean we can’t have some revolutionary fun! 😉🇺🇸

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/28/2026

The Survivor Benefit Plan protects a portion of your income for your spouse, but it might not be enough on its own. Pairing government benefits with private life insurance can fill critical coverage gaps and build a complete retirement strategy.

Read the full blog here:

The Survivor Benefit Plan (SBP) is an excellent way to protect a portion of your income for your spouse when you die. But that is all it protects, just a portion. While it’s great that the government offers this program, it may not provide you or your spouse

09/24/2026