Financial Friday: Pt. 3

The key to financial success is not just saving and investing your money.  It is about looking at your financial situation as a whole and combining multiple tactics in order to tackle taxes, estate planning, investing, and retirement planning to reach your goals.  Establishing a financial plan by yourself or even more importantly with a financial professional can get you ahead of the game.  Take a look at the following quick guide to financial success to get some ideas on where you stand or to get yourself back on track. 

Read more about the psychology of saving here: 

If you are a Compass Rose Health Plan member, you can access the article through your Member Portal. To login, visit, or sign-up at

Interested in reading more but don’t have a member portal? For a limited time offer, you can join the financial conversation by visiting and entering the unique access code: Missionfin22


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