2020 Year-End Checklist

With the year’s end drawing close, we at Compass Ion Advisors thought we’d share some succinct advice that we have been noting to many of our clients—and just in time for Thanksgiving! (You may even find some helpful talking points for that family chat around Thanksgiving dinner.)

Rather than a newsletter, we put together a brief, 12-minute conversation among us advisors wherein we share some financial best practices for you and your loved ones to implement in the remainder of 2020. Think of it as a year-end checklist to put your financial life in order—be it with taxes, investments, communication, or your general security.