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 become. When this...
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 applied, will help...
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 article in this...
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 to estimate your...
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 be most relevant...
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 as the Growth...
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 still something about...
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 Bucket plays a...
Principles of Financial Planning Series: Don’t Let Your Portfolio take a H.I.T.
By Samantha Compton
Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to assess their investments and savings. This approach makes...
Principles of Financial Planning Series: A Three-Bucket Approach to Your Finances
By Samantha Compton
Last month, I introduced Principles #2 and #3 of the 5 Principles of Financial Planning:
Principle #2: No investment decisions outside the context of the plan
Principle...
