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Blog

A row of houses along a canal
Jim McPartland | May 3, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jim McPartland | Apr 3, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Toddler standing at the bottom of a stone staircase
Jim McPartland | Mar 3, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Man sitting on a park bench and working on a laptop
Jim McPartland | Feb 3, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jim McPartland | Jan 3, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it
Jim McPartland | Dec 3, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Jim McPartland | Nov 3, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A black and white image of a couple laughing
Jim McPartland | Oct 3, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jim McPartland | Sep 3, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Focused young woman shopping online on her laptop
Jim McPartland | Aug 3, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Jim McPartland | Jul 3, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jim McPartland | Jun 3, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Cedar Rapids IA 52401

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jmcpartland@compassfpinc.com

 

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