Compass Retirement Solutions @CompassRS_STL

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To provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. #Insurance #InsuranceProducts #FinancialStrategy #FinancialAdvisor #FinancialServices #retirement #retirementPlanning

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From stocks and bonds to mutual funds and retirement accounts, we welcome the opportunity to help you figure out where investment products might fit in your overall financial strategy. #Stocks #Bonds #MutualFunds #RetirementAccounts #investments #investment #investmentProducts

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The two phases of annuities are the accumulation phase, where the contract value accumulates interest earnings, and the distribution phase, where income is paid out from the annuity. #Annuities #Value #Interest #Income #Annuity #Retirement #RetirementPlanning

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A trust can be a very flexible and advantageous means to transfer your assets in the future. #ATrust #Trust #Flexible #Advantageous #Assets #Future #financialadvisor #financialservices

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IRA accounts have become one of the largest types of assets inherited by loved ones. #IRA #IRAAccounts #Assets #LovedOnes #Inherit #FinancialAdvisor #FinancialServices

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Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you. #Money #Taxes #Retirement #FinancialAdvisor

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Some financial advisors recommend what’s referred to as a “bucket strategy.” This simply means that you assign different retirement income sources to different buckets, usually stratified by a timeline. #FinancialAdvisors #FinancialStrategy #Retirement #Bucketstrategy #Buckets

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We can help identify potential retirement income gaps and create a financial strategy using a variety of investment and insurance products to help you pursue your financial goals. #income #incomegaps #retirement #financialstrategy #investment #insurance #financialgoals

Warren Buffett had two rules: #rules #WarrenBuffett #moneyrules #investing #investment #retirement #retiring #retirementplanning #financialservices #financialadvisor

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning. #taxenvironment #taxes #philanthropy #financialplanning #EstatePlanning #Estate #financialadvisor #financialservices

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If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and increases the payout your beneficiaries will receive. #IRA #Retirement #LegacyPlanning #Taxes #Beneficiaries #financialadvisor