Welcome to Compound Wealth Advisors

Insights

Inspired by our clients, Compound Wealth Advisors offers insights on various financial planning topics that are critical to retirement success. If you have a topic that you feel deserves more attention, let us know. You may inspire our next blog.

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Five Financial Lessons I Wish I Knew When I Was Younger

Navigating the world of investing can be daunting, especially when you're just starting out or seeking to refine your strategies.

November 4, 2024
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Thinking of Refinancing? What Your Mortgage Broker Won’t Tell You

Mortgage rates are coming down and you might think this is a good time to refinance. But is it? Here's

December 5, 2023
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The Power of Compounding

Why Over-40s Should Embrace Long-Term Investment Strategies Investing isn’t just for the young. If you’re over 40 and still haven’t

October 21, 2024
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Should You Buy Long Term Care Insurance?

  Growing older brings with it a myriad of concerns, with healthcare costs often at the forefront. While Medicare offers

October 8, 2024
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When to Claim Social Security Benefits

Deciding when to claim social security benefits is a pivotal financial decision that will affect you and your family for

October 4, 2024
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Maintain Your Lifestyle in Retirement: The Senior’s Guide

The key to maintaining your lifestyle in retirement lies in smart investing and making good decisions about your spending. In

October 2, 2024
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Looking for an Advisor? Start with a CFP®

Looking for an Advisor? Start with a Certified Financial Planner® Planning for retirement can feel like navigating a labyrinth. Between

September 16, 2024
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How to Talk to Your Aging Parents

Talking with Your Aging Parents: A Guideline for Adults As we enter our 50's and beyond, many of us find

September 16, 2024
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Do You Really Need a Financial Advisor?

Do You Need a Financial Advisor? Let's cut to the chase: not everyone needs a financial advisor. If you are

September 16, 2024
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When Can I Retire?

When Can I Retire? A Comprehensive Guide for Pre-Retirees Retirement can offer the freedom to pursue passions, spend time with

September 16, 2024
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The Ultimate Pre-Retirement Checklist

Planning for retirement is an exciting yet daunting task, especially for professionals nearing their golden years. With so many moving

September 12, 2024
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Retire with Confidence – Work with a Certified Financial Planner®

Retirement is a major milestone that brings a mix of excitement and apprehension. For many retirees, the financial aspects of

September 10, 2024
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How to Grow Your Wealth at Every Decade: A Primer

Starting your financial journey can be daunting, but knowing when and how to take the right steps can make a

September 10, 2024
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Jumpstart Financial Education: Roth IRAs for Your Kids

Financial literacy is an essential skill. As parents or guardians, it is our responsibility to equip our children with the

March 10, 2024
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Has Your Identity been Stolen?  

A friend of mine had his PayPal account hacked. While we know user passwords are not enough to prevent hackers,

January 10, 2024
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Seven Ways to Reduce Taxes Before You Retire

You may be able to reduce your taxes and increase your income before you retire if you follow these strategies:

January 8, 2024
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Resources

At Compound Wealth Advisors, we’re committed to being your trusted partner for all your financial planning needs. However, we also want you to seek out independent, credible sources to verify information and broaden your understanding. Below, we’ve compiled a list of resources we believe will provide valuable insights as you navigate your financial life journey.

Resources

The Securities and Exchange Commission offers unbiased information to help you learn more about investing, retirement, and steps you can take to protect yourself against fraud.

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Additional Resources

The Social Security Administration has a website where you can create an account, check your estimated Provisional Income Amount (PIA), and how and when to claim your Social Security benefits.

Learn More

Free Financial Review

Live your golden years with confidence. We offer pre-retirees and retirees an opportunity to ensure that your investments, insurance, tax strategies, and estate planning all align with your retirement goals and aspirations. Schedule your free financial review today. Please note this is available to qualified candidates only.

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