Compass Financial Group

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

Celebrating 529 Day: A Look at Education Savings May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

Federal Employees Group Life Insurance (FEGLI) is affordable while you work, but it can become very expensive in retirement. Waiting too long to explore alternatives could leave you uninsurable.

Avoid the trap with these 4 steps:

Assess: Check your current coverage and cost.
Project: Calculate future premium increases.
Evaluate: Ensure the coverage still fits your actual needs.
Explore: Price out alternative insurance options.

Warning: Never cancel FEGLI until a new policy is fully in force! Read the full breakdown on the blog: https://fedimpact.com/4-actions-to-take-now-to-avoid-the-fegli-trap/

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

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The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

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Age 62 is considered the “magic” retirement age for FERS employees because it unlocks Social Security eligibility, increases the pension formula, and begins cost of living adjustments that can significantly boost long term income. Waiting until 62 can also improve retirement security by allowing more time to grow savings and reduce the number of years relying on those funds.

Read the full blog here to understand how to make the most of your retirement timing.

Why 62 Is the Magic Age for FERS Employees to Retire - Compass Financial Group When federal employees are trying to choose a time in their life to retire, there is often some confusion because there are so many factors to consider. We often hear that 62 is the “magic” age for FERS employees to retire. Have you ever wondered why? Let’s break it

Advisor Spotlight: Brandon Dimicelli; father, coach, financial strategist.

Most people know Brandon as a Fiduciary and Financial Strategist helping clients navigate complex financial decisions, but that’s only one part of his story.

If you're in New Braunfels on a Saturday, you’ll find him standing on the sidelines of a football field, volleyball court, or soccer field. Not as a spectator, but as a proud father watching his kids compete.

For Brandon, those moments represent what life is really about: time with family, watching your kids grow, and being present for the experiences that matter.

Learn more about Brandon is his featured profile: https://compassfinancialsa.com/brandon-bio/

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Horsepower vs Speed: Understanding Risk Capacity and Risk Tolerance Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

If you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. Let’s take a look at how a true long-term tax strategy goes beyond the annual filing ritual and how the components of a comprehensive strategy fit together in this week’s blog:

Components of Long-Term Tax Strategy Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true long-term

If you’re interested in new ways to provide for your children's long-term financial goals, you might want to check out the new Trump accounts available for those under 18 starting this year. Check out our blog to learn more about this new investment opportunity:

Trump Accounts: Building Wealth for the Next Generation   As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but