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Ten Actions Steps During Financial Literacy Month
By Samantha Compton
April is Financial Literacy Month and was first recognized in the U.S. in April 2004. It was designed to bring greater awareness...
A ‘Pep Talk’ for Those Women Who Don’t Believe They Can Invest
By Samantha Compton
Nothing lights me up like talking about empowering women in their financial lives! And the older I get, the more passionate I...
Finding Your Financial Focus For 2022
By Samantha Compton
Throughout 2021, I wrote a series of articles on “The 5 Principles of Financial Planning”. These articles covered universal principles that, when...
Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap
By Samantha Compton
This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final...
Generosity in All Seasons
By Samantha Compton
As a seasoned Financial Advisor, I am aware of the tangible financial benefits of generosity. At tax time, those who give to...
Principles of Financial Planning Series: Setting a Budget for Retirement — How Much Should...
By Samantha Compton
This month, we’re continuing to look at Financial Principle #5: Protect the Income, Grow the Rest, with a closer look at how...
Principles of Financial Planning Series: Protect the Income, Grow the Rest
By Samantha Compton
This month, I’m introducing the last principle in this series, Financial Principle #5: Protect the Income, Grow the Rest. This principle will...
Principles of Financial Planning Series: Taxes and Inflation in Your Long-Term Planning
By Samantha Compton
This month, we’ll continue our focus on Financial Principle #4: Don’t Let Your Portfolio Take a H.I.T. (Healthcare, Inflation, Taxes) as well...
Summer FUN Without Losing Your Financial Focus
By Samantha Compton
I love Summer! Though I am not a fan of the heat and humidity that often comes along with it, there is...
Principles of Financial Planning Series: Proactive Planning for Healthcare Expenses
by Samantha Compton
Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket. In review, the Growth...
