Discover how to legally pay zero taxes on long-term capital gains. Learn tax strategies for retirees to take advantage of the 0% capital gains rate in 2026.

The Dow crossed 50,000 for the first time. Learn what this milestone may (and may not) signal, why the Dow differs from tech-heavy indexes, and what risks investors should still watch.

Most people deal with one income source while working—their paycheck. In retirement, that changes to a complex web of Social Security, pensions and various investment accounts. Lance Miller, CFP®, explains how to navigate these moving parts to create a tax-efficient retirement paycheck.

2025 brought strong returns, but when assets move together, diversification can break down. Learn how Compass Wealth helps clients manage risk heading into 2026.

Discover how Roth conversions can reduce required minimum distributions, lower your lifetime tax burden, and improve your legacy strategy.

AI-related investment is surging but does it signal a bubble? Learn how Compass Wealth Management helps investors evaluate risk and stay prepared.

Learn how Health Savings Accounts (HSAs) offer triple tax advantages and long-term wealth-building potential for your retirement plan.

Federal interest payments now exceed defense spending. Learn what this means for your retirement plan and how Compass Wealth Management helps clients prepare.

Rising costs, fewer doctors, and less coverage. Learn what is changing for Medicare Advantage in 2026 and how Compass Wealth Management helps retirees plan with confidence.

Learn how fake texts, phone scams, and AI-powered fraud are targeting investors in 2025. Robert Amato of Compass Wealth Management shares tips to protect your finances and avoid scams.

Learn how stress testing your financial plan can help you prepare for market downturns, long-term care, and tax increases. A smarter retirement strategy starts here.

Learn how the Enhanced Senior Deduction affects Social Security taxes in 2025 and how Compass Wealth helps reduce your taxable retirement income.

 Explore 2025 tax law changes with Robert Amato, CFP®. Learn strategies to help retirees and high earners save before year-end.

Discover how circular capital flows are shaping AI company growth in 2025. Robert Amato of Compass Wealth Management explores how this financial trend may impact valuations, risk, and long-term investment strategy.

Explore how the 2025 tax law changes, including the SALT cap increase, new senior deduction, and higher retirement contribution limits, could affect your financial plan. Compass Wealth Management breaks it down.

Explore how the 2025 tax law changes, including the SALT cap increase, new senior deduction, and higher retirement contribution limits, could affect your financial plan. Compass Wealth Management breaks it down.

Wondering how much you should have saved for retirement by now? Use these income-based benchmarks to check your progress and plan your next steps with confidence.

 Robert Amato, CFP®, CIMA® breaks down why a sharp drop in lumber prices may be more than a materials story. As a leading indicator, lumber has historically signaled turning points in the housing market.

In this video, Lance Miller, CFP®, explains the current required minimum distribution (RMD) rules for inherited IRAs.

Robert Amato explains the story behind Compass Wealth Management, detailing how a commitment to planning, unbiased advice, cost transparency, and consistent strategy shaped the firm. No commissions, no hidden agendas, just ongoing planning tailored to real client needs.