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Jennifer Lane
Boston, MA
Helping you get power over your money
Recent Activity
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 6 days ago 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 6 days ago 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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February 2020 Newsletter - Estate Planning
Welcome. We don't know what life has in store for us, which is why estate planning is so important! Estate planning has many layers to it so you need to customize it to your wishes and family's needs. And, don't... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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January 2020 Newsletter - How Much to Save
On Course January 28, 2020 Volume 20, #1 Welcome. The questions everyone worries about. Am I saving enough? Should I save more? Obviously, the answers vary from person to person and household to household. The go-to rule of thumb has... Continue reading
Posted Apr 23, 2020 at Jennifer's Compass
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December 2019 Newsletter - Staying on Track
On Course December 17, 2019 Volume 19, #12 Welcome. As your shopping for the holidays nears its end, we're giving you a checklist to help gauge where you are from a financial perspective -- with some tips to help you... Continue reading
Posted Dec 26, 2019 at Jennifer's Compass
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November 2019 Newsletter - Retirement Transitions
On Course November 25, 2019 Volume 19, #11 Welcome. Retirement is more than a one-time event. As with so many transitions in our lives, retirement means thinking and planning about your goals -- both now and for the future. This... Continue reading
Posted Dec 26, 2019 at Jennifer's Compass
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NECN Ask Jennifer: December 23rd, 2019
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Posted Dec 26, 2019 at Jennifer's Compass
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NECN Ask Jennifer: December 9th, 2019
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Posted Dec 26, 2019 at Jennifer's Compass
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NECN Ask Jennifer: November 25th, 2019
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Posted Dec 26, 2019 at Jennifer's Compass
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October 2019 Newsletter - Stay On Track Between Financial Reviews
On Course October 29, 2019 Volume 19, #10 Welcome. How should you plan to stay on track in between financial reviews, whether you do it yourself or with your financial planner? Debt pay down, asset accumulation or retirement -- it's... Continue reading
Posted Nov 5, 2019 at Jennifer's Compass
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NECN Ask Jennifer: October 28th, 2019
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Posted Nov 5, 2019 at Jennifer's Compass
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NECN Ask Jennifer: September 30th, 2019
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Posted Nov 5, 2019 at Jennifer's Compass
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NECN Ask Jennifer: September 19th, 2019
These viewers have questions about the money side of their careers, work and job searches. Continue reading
Posted Nov 5, 2019 at Jennifer's Compass
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September 2019 Newsletter - Manage Your Cyber Risk
On Course September 24, 2019 Volume 19, #9 Welcome. Cyberspace. Cybersecurity. We all have our information out there -- whether you think you do or not. And we all rely on cybersecurity to keep our information safe and protected. But,... Continue reading
Posted Nov 5, 2019 at Jennifer's Compass
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