Broker Check

Blog

What makes for a successful and enjoyable retirement? You can read about it in our blog!

We can’t retire without being financially prepared, but to truly enjoy the journey we must also be physically fit, mentally sound, spiritually healthy and socially connected. 

While we'll be discussing the financial planning, strategies, tools and resources you need to navigate retirement, we'll also dig into the most recent research and best practices on exercising, charitable giving, traveling, working with caregivers and all the other things that make retirement so interesting. 

And, once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you as part of our community!

Tuesday, April 28, 2026

Retirement changes your cash flow—not just your schedule. Don’t leave your income to chance. Discover how our fiduciary advisors help you build a tax-efficient retirement income strategy designed to help you keep more of what you’ve earned.

Tuesday, April 14, 2026

Learn how high-net-worth households can reduce taxes in retirement through proactive planning that structures income and spending over time to improve long-term tax efficiency and support more strategic retirement outcomes.

Wednesday, March 25, 2026

Understand how the Iran conflict and Strait of Hormuz uncertainty are affecting market volatility—and how our retirement advisors can help you monitor and respond strategically without getting distracted by short-term noise.

Thursday, February 12, 2026

Retirement doesn't always mean lower taxes. For high earners, tax liabilities can emerge after income ends, often due to tax rules that accumulate over time. Learn 4 common tax traps—and how retirement tax planning can mitigate surprises.

Wednesday, December 17, 2025

As the year comes to a close and the holiday season begins, we would like to extend our warmest wishes to you and your loved ones. Read on for our full holiday greeting!

Show All

Tuesday, December 9, 2025

The AI revolution is just beginning. When investing in AI, understanding growth and infrastructure trends and applying diversified strategies is key to managing risks and achieving long-term resilience.

Monday, November 24, 2025

We’re reflecting on what matters most—our clients, our community, and the trust you place in us every day. True wealth goes beyond numbers; it’s found in meaningful relationships, thoughtful planning, and the freedom to live with purpose.

Friday, October 24, 2025

Staying in your home through retirement can be rewarding—with the right plan. Explore how Compass Financial Group helps you plan for the financial, home, and care needs of aging in place in Raleigh, NC.

Tuesday, October 14, 2025

Market volatility is a constant in retirement investing, as 2025 has shown. Downturns create opportunity and record highs spark anxiety, but disciplined investors focus on maintaining well-structured portfolios that support long-term goals.

Monday, October 6, 2025

We’re proud to announce that Richard Hill, CRPC®, AIF®, has earned the Certified Exit Planning Advisor (CEPA®) designation. This equips him to help business owners plan ahead, strengthen company value, and transition into retirement.

Monday, September 29, 2025

Claiming Social Security is one of the most important retirement decisions—don’t risk costly mistakes. Learn how our Raleigh financial advisors can help you navigate Social Security and integrate it effectively into your retirement plan.

Tuesday, September 9, 2025

The book "Die with Zero" argues that money is not just something to preserve, but something to use intentionally to create a meaningful life. Learn some of the key lessons from the book and how they apply to your retirement income plan.

Monday, August 18, 2025

401(k) is one of the most valuable financial assets for retirees, representing decades of disciplined saving and compound growth. Turn your savings into a sustainable income stream with advice from our 401(k) investment advisor.

Monday, August 4, 2025

Retire with confidence, clarity, and control by developing a thoughtful retirement income strategy before you leave work. Read on to learn how to create a retirement paycheck that blends guaranteed income with flexible withdrawals.

Wednesday, July 9, 2025

The second quarter of 2025 demonstrated the financial markets' ability to adapt while remaining responsive to policy developments and global events. Despite numerous obstacles, equity markets managed to recover dramatically.

Wednesday, July 2, 2025

The new tax bill offers seniors 65+ an extra $4K–$6K deduction, potentially reducing taxes on Social Security, but not all retirees benefit. Read our latest blog post for a breakdown of the key updates and what they mean for you.

Tuesday, June 24, 2025

Retirement planning doesn’t have to feel overwhelming—and it shouldn’t be out of reach. As your local retirement financial planner, we’re offer more than just personalized guidance; we’re also committed to showing up for our community.

Monday, June 2, 2025

May saw a strong market rebound, with the S&P 500 recovering its year-to-date losses despite ongoing trade tensions, mixed economic signals, and concerns over U.S. fiscal policy. Read on to learn how markets adjusted.

Wednesday, May 28, 2025

We believe that financial health and physical wellness go hand in hand. That's why we were thrilled to host a special wellness event in partnership with Prosper PT & Wellness: a Tai Chi class focused on healthy aging. Read on to learn more!

Wednesday, May 14, 2025

 There’s been a noticeable shift in the trade landscape that’s had investors on edge for months. But while recent headlines are encouraging, it’s worth taking a closer look at what’s really driving the market and what could come next.

Tuesday, April 1, 2025

Trade wars, inflation government layoffs and increased uncertainty. What does it all mean for your portfolio?

Tuesday, January 21, 2025

The Social Security Fairness Act repeals the WEP and GPO, restoring full Social Security benefits for 2.8M retirees. the changes are retroactive to 2023, but critics warn it may hasten the Trust Fund's insolvency.

Tuesday, June 11, 2024

Assess your current financial situation Get serious about how much longer you want to work Maximize retirement contributions Don't be afraid to downsize Estimate your social security Review and adjust investments for risk Consolidate...

Monday, June 3, 2024

In the realm of personal finance, stereotypes and misconceptions about women abound. From being labeled as frivolous spenders to being deemed risk-averse and mathematically challenged, these stereotypes not only undermine the financial...

Tuesday, May 7, 2024

I have been contemplating laser eye surgery for quite some time, but have been a bit chicken to take the leap. After wearing contacts and glasses for almost 20 years, it had become the norm for me at this point. But after a recent bout...

Tuesday, May 23, 2023

The top 5 things retirees and those approaching retirement need to know about SECURE 2.0

Tuesday, January 19, 2021

With Democrats winning control of both the White House and both chambers of Congress, changes are probably coming to your taxes. What does a Biden presidency mean for your tax bill?

Monday, November 23, 2020

For decades, scientists have tried to uncover the secrets to long life. Researchers now believe the secret may be found in a small island off the coast of Japan...

Tuesday, October 6, 2020

The benefits of exercise are widely understood, but many retirees fail to understand the amazing benefits of strength training. In today's post, we'll highlight 3 reasons you should be lifting weights in retirement.

Friday, July 31, 2020

In today's post, we'll discuss 3 ways that your social security benefits may be impacted by the COVID-19 pandemic.

Tuesday, June 2, 2020

Studies show the harmful effects of isolation on human beings. While we work to physically distance ourselves from others is vitally important that we stay socially connected.

Tuesday, April 28, 2020

Welcome to the Journey through Retirement Blog! Join our team and leading experts as we discuss all things retirement, including retirement income, Medicare & social security, tax planning, travel, wine, goal setting and more!