Good financial management isn't a secret reserved for the elite professionals.

We believe it is for everybody, and we want to help you stand on your own financial feet. So we share the best of our financial wisdom here in our library, including past issues of our monthly newsletter, On Course.


You'll find links to articles and interviews with our advisors, books we've published on investing, and our monthly newsletter full of tips and tricks of the trade.

If anything brings up questions for you that you'd like to dig deeper on or would like help applying to your life, give us a call and set up an appointment with your Compass advisor!

A scenic river with a covered wooden bridge, surrounded by trees and hills, with logos for Compass Planning Associates and the words 'On course' overlaid.

Compass in the Media 

WBUR Radio Boston segment,

How to Look Before You Leap into the "Great Resignation."

1/31/22 - Click here to listen.

NBC10 consumer investigative reporter Leslie Gaydos interviewed Jennifer for savings tips.

For a great video, How to Save $1,000 in 5 Months

3/8/2021 - click here. For the written article, click here.

How to seek forbearance on your mortgage, for The Boston Globe.

10/14/2020 - Read the article.

If you’re interested in dividend funds, we contributed to The New York Times article, Dividend Funds Can Add Income, and Risk, to Your Portfolio.

10/8/2020 Read the article.

Need help with your 401(k) during the pandemic?

Five tips for managing a 401(k) during the pandemic's turbulence.

8/26/2020 Read the article.

Go Deeper

Books by Compass Planning founder,
Jennifer Lane

Book titled "The Everything Personal Finance in Your 40s & 50s" by Jennifer Lane with Bill Lane, featuring illustrations of a man golfing and people relaxing by the beach.
Book titled 'Protecting Your 401(k) and IRA' with an orange border and cover photo of a bird's nest with eggs, authored by Jennifer Lane CFP and Bill Lane.
Book titled "The Everything Get Rich Book" with illustrations of a yellow car, a boat labeled "Our Boat," and a red wheelbarrow on the cover.