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Jennifer Lane
Boston, MA
Helping you get power over your money
Recent Activity
On Course - Your Kids and Money
On Course | March 22, 2022 | Volume 22, #3 Welcome. We at Compass Planning continue to appreciate your support. Thank you. As a parent, you want to raise your children to be self-sufficient adults. Among the many ways you... Continue reading
Posted Mar 30, 2022 at Jennifer's Compass
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On Course - Filing Your Taxes for 2021
On Course | February 22, 2022 | Volume 22, #2 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Tax filing deadline is right around the corner. Tax payers in Massachusetts will have until Tuesday, April 19,... Continue reading
Posted Mar 30, 2022 at Jennifer's Compass
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On Course - Saving and Investing During Times of Inflation
On Course | January 4, 2022 | Volume 22, #1 Welcome. We at Compass Planning continue to appreciate your support. Thank you. It's been years since most of us had any concerns about rising inflation. Now inflation is affecting us... Continue reading
Posted Mar 30, 2022 at Jennifer's Compass
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On Course - Review Your Medicare Plan
On Course | November 30, 2021 | Volume 21, #11 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Your Social Security benefit will be increasing next year. So will your Medicare costs. This month we take... Continue reading
Posted Dec 27, 2021 at Jennifer's Compass
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On Course - Reminder: Why Timing the Market Doesn't Work
On Course | October 26, 2021 | Volume 21, #10 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Autumn is historically a rough time for the stock market, which also makes it a good time to... Continue reading
Posted Nov 10, 2021 at Jennifer's Compass
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On Course - Reminder: Couples and Money
On Course | September 28, 2021 | Volume 21, #9 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Many people, and especially couples, avoid talking about money because it can be a tense subject that exposes... Continue reading
Posted Nov 10, 2021 at Jennifer's Compass
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On Course - Monthly Money Meetings
On Course | September 28, 2021 | Volume 21, #9 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Many people, and especially couples, avoid talking about money because it can be a tense subject that exposes... Continue reading
Posted Nov 10, 2021 at Jennifer's Compass
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On Course - Great Books on Money and Investing
On Course | August 31, 2021 | Volume 21, #8 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Over the years, we've done newsletters on books we think will help all ages to better understand their... Continue reading
Posted Sep 3, 2021 at Jennifer's Compass
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On Course - Switch Jobs or Retire?
On Course | July 27, 2021 | Volume 21, #7 Welcome. We at Compass Planning continue to appreciate your support. Thank you. The Labor Department announced that more US workers are quitting their jobs than at any time in the... Continue reading
Posted Aug 12, 2021 at Jennifer's Compass
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On Course - How to Catch Up On Your Retirement Savings
On Course | June 29, 2021 | Volume 21, #6 Welcome. We at Compass Planning continue to appreciate your support. Thank you. Last month we discussed how to review your investments. Once that's done, you are in a good place... Continue reading
Posted Aug 12, 2021 at Jennifer's Compass
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On Course: How to Review Your Investments
On Course | May 25, 2021 | Volume 21, #5 Welcome. We at Compass Planning continue to appreciate your support. Thank you. As a reader of On Course, you know how important it is to make a plan! This month... Continue reading
Posted Jun 25, 2021 at Jennifer's Compass
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On Course: The When and How of Retirement
On Course | April 27, 2021 | Volume 21, #4 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. Clients often ask about how to prepare for... Continue reading
Posted May 7, 2021 at Jennifer's Compass
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COVID Lessons Improve Financial Security
On Course | February 23, 2021 | Volume 21, #2 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. This month we talk about ways our clients... Continue reading
Posted Apr 6, 2021 at Jennifer's Compass
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On Course - Web Resources
On Course | March 30, 2021 | Volume 21, #3 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. This month we're sharing websites that we use... Continue reading
Posted Apr 6, 2021 at Jennifer's Compass
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On Course - Housekeeping for Your Finances
On Course | January 26, 2021 | Volume 21, #1 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. In November Craig Pellet, CPA, wrote an excellent... Continue reading
Posted Feb 5, 2021 at Jennifer's Compass
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On Course - Greetings from Jennifer Lane
Fee-Only Financial And Investment Planning On Course | December 16, 2020 | Volume 20, #13 Welcome! Let me start our final newsletter of 2020 by saying to each and every one of you: Thank you for being our clients. I... Continue reading
Posted Dec 22, 2020 at Jennifer's Compass
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On Course - Tax Planning For the End of the Year
On Course | November 18, 2020 | Volume 20, #12 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. We want to thank Craig Pellet, CPA, who... Continue reading
Posted Nov 25, 2020 at Jennifer's Compass
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On Course - Track Your Expenses
On Course | October 13, 2020 | Volume 20, #11 Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you. For more than seven months, we have been... Continue reading
Posted Nov 25, 2020 at Jennifer's Compass
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Checking In -- Financial Challenges in the Midst of the Pandemic, Part 2
On Course - Special Edition August 10, 2020 Hi Everyone, In the last newsletter, we focused on dealing with disruption, reimagining your goals, and staying on course in this new world we find ourselves in. In this issue, we discuss... Continue reading
Posted Aug 31, 2020 at Jennifer's Compass
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Checking In -- Financial Challenges in the Midst of the Pandemic, Part 1
On Course - Special Edition July 15, 2020 Hi Everyone, Thank you for your check-in calls and emails. Everyone here at Compass is well. It's fortunate that technology allows us to keep much the same work schedule as before. We... Continue reading
Posted Aug 7, 2020 at Jennifer's Compass
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If Saving During a Pandemic Is Hard, Here’s How to Stay Motivated - WSJ
Posted May 15, 2020 at Jennifer's Compass
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On Course - Special Edition - The CARES Act - Required Minimum Distribution
On Course - Special Edition April 15, 2020 Hi Everyone, The Compass team are all doing well -- if not getting a little tired of working from home (at least I know I am). We're also happy to see the... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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On Course - Special Edition - How the CARES Act Will Work
On Course - Special Edition March 31, 2020 Hi Everyone, Thank you for making our meetings on Zoom work so well. Having to stay home doesn't mean financial planning stops - in fact, it's even more important to stay in... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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On Course - Special Edition - Online meetings and your financial planning during Covid-19 outbreak
On Course - Special Edition March 16, 2020 Hi Everyone, Covid-19 has temporarily changed our work day, but it hasn't changed our commitment to helping you reach your financial goals. We're moving all our meetings online, and dividing our staff... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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On Course - Special Edition - Thoughts on the Markets
On Course - Special Edition March 2, 2020 Hi, Everyone, It's been a long time since we've seen market volatility like we have experienced recently. I wanted to check in to remind you why asset allocation, periodic rebalancing, and managing... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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