ABOUT COMPASS
Founded in...
What is 2009?
Suggested amount of funds to have in savings
What is 4-6 months of income?
Years Married
What is 27?
Employer sponsored employee benefit plan
What is a 401k?
Professional that prepares taxes
What is a CPA?
Financial planning, investment management, tax & estate planning professional
What is a wealth manager?
A vital consideration when qualifying for a loan
What is credit?
Number of years in the investment industry
What is 39?
Time in the market is more important than this
What is "timing the market"?
Professional that drafts "End of life" documentation
What is an Estate Planning Attorney?
Person placed in a position of trust related to money.
What is a Fiduciary?
Estimate of average monthly living expenses
What is a budget?
Steve's handicap
What is 14?
Investing regularly and systematically
What is "Dollar Cost Averaging"?
Examples of this are lottery winner, beneficiaries, inheritances, personal injury lawsuits
What is Sudden Wealth?
Years as Five Star Wealth Manager in Hudson Valley Magazine.
What is 14 years?
Most important life stage goal
What is retirement planning
Number of children
What is 4?
A strategy to realize capital losses intentionally, thereby offsetting capital gains and saving taxes
What is tax loss harvesting?
This busy person sees value in BNI
What is a successful business owner?
Average account size of the firm
What is $500,000?
End of life plan
What is an estate plan?
What is 4?
Instrument purchased as hedge or protection
What is an Option Contract?
Two or more business owners
What is a Partnership?