Local DFW Retirement Advice

Retire Simply Weekly

Start your week off with a weekly tip direct from Scott and Angela


Did you know the money road from the earth to the moon has just been paved to the tune of trillions of dollars? If you stacked dollar bills together one on top of another, do you know how high a trillion dollars would cover? It would cover almost 68,000 miles! That’s almost 1/4 of the way from the earth…
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Compass Cares

We launched our first Compass Cares at Volunteers of America Texas! Although the beginning of 2021 prevented us from volunteering together with our clients, our team here at Compass was able to spend time painting in local housing for Volunteers of America Texas in March of 2021. In 2021, we set out with a vision of how…
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Retirement Risk

Do you have a plan so that you can rest knowing you are prepared to handle the risk that comes with retirement? There are several ways to think of risk in your retirement that I want you to think about: Legislative Risk – with the stroke of a pen, can legislation change the game of…
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Texas Power

Wow, that week without power really put a lot of things into perspective.  If 2020 was a unique year, I don’t think any of us ever expected that in 2021 we as a state would lose power for days here in Texas.   In times like what we all just went through, I’ve found its a great time to reflect (especially…
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Taxes in 2021

When a new administration comes in, taxes always seem to come in focus because things can change and have an impact on your retirement. In our latest podcast, Angela and I lay a foundation for what we’ll cover this month and specifically go over where taxes stand today in 2021. We also hit the 3 different…
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Top question

The number one question from our survey we did to kick off the year was…. do I have enough? Do you have enough is a pretty broad term when you take a look at the question itself. We wanted to define what is enough for you since not only was this the number one answer…
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