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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. ...
The Path of Wisdom and Understanding
By Shannon Santschi
“Nobody is going to rescue you.” Samantha Compton now recalls these words as a “light bulb” moment.
Freshly divorced, at 38-years old, Samantha...
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...
Principles of Financial Planning Series: A Guide for Making Investment Decisions
By Samantha Compton, SWSM Resident Financial Advisor
At times, those who know I am a Financial Advisor but may not yet be a client ask...
Maximizing Your Retirement Savings
By Samantha Compton, SWSM Resident Financial Advisor
This month we will continue building on the first Principle of Financial Planning: Financial Security Comes From Having...
Budgeting: Building and Exercising Your Financial Muscles
By Samantha Compton, SWSM Resident Financial Advisor
This month we’ll be building on the first Principle of Financial Planning that I introduced last month: Financial...
The Importance of Having a Financial Plan
Editor's Note: Smart Women Smart Money is working to enlist several financial advisors from around the country as regular contributors. Samantha Compton is our...
