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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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Elderly woman doing yoga in a park
Jim McPartland | May 3, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
Jim McPartland | Apr 3, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Jim McPartland | Mar 3, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jim McPartland | Feb 3, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Jim McPartland | Jan 3, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Jim McPartland | Dec 3, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Jim McPartland | Nov 3, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Grandmother and granddaughter knitting together
Jim McPartland | Oct 3, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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jmcpartland@compassfpinc.com

 

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