https://www.esteswealthstrategies.com/compass-points daily 0.75 2025-04-29 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/1490903756463-ZRBGH5XQEPACV7PYDGV8/Compass+cropped+transparency+soft.png Compass Points https://www.esteswealthstrategies.com/compass-points/2025/4/29/a-special-award-and-gratitude monthly 0.5 2025-04-29 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/47cd1094-0b2f-4922-942f-cd1e4bc2f378/Forbes+2025+with+Headshot.png Compass Points - A Special Award—and Gratitude for the Role Our Clients Have Played - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/7d894d50-3909-467c-b3ed-7196f4290732/John+Signature+transparent.png Compass Points - A Special Award—and Gratitude for the Role Our Clients Have Played - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2025/4/8/exciting-news-we-have-moved monthly 0.5 2025-04-08 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/e98baaa3-a813-4e23-83f2-ad58ffe98f10/Move+Graphic.png Compass Points - Exciting News: We’ve Moved—Same Building, New Space! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2025/2/25/katie-meredith-joins-ews-and-other-recent-promotions monthly 0.5 2025-04-09 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/2f55e5d6-2bc0-44be-9e52-96b6381cb681/Kathleen+Lazor+with+caption.png Compass Points - Katie Meredith Joins Estes Wealth Strategies Team as Client Services Associate—and Other Recent Promotions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/32f08ea0-2681-4919-9c5b-c54cae9d06e5/Jess+Wilson+with+caption.png Compass Points - Katie Meredith Joins Estes Wealth Strategies Team as Client Services Associate—and Other Recent Promotions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/fc7dca52-9ee5-4c5e-a7b9-4477746e8830/Katie+Meredith+with+caption.png Compass Points - Katie Meredith Joins Estes Wealth Strategies Team as Client Services Associate—and Other Recent Promotions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2025/small-but-mighty-consider-making-a-2024-roth-ira-contribution-if-youre-eligible monthly 0.5 2024-12-30 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/21a9fa3c-7aa1-4479-adc3-7589e7baea51/Ants+and+Leaf+shutterstock_2170781101.jpg Compass Points - Small but Mighty: Consider Making a 2024 Roth IRA Contribution (if you're eligible) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/2ab17c44-d8a8-4a28-848d-62876a49c476/Ant+shutterstock_2120543582.jpg Compass Points - Small but Mighty: Consider Making a 2024 Roth IRA Contribution (if you're eligible) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2025/whats-new-for-2025-social-security-retirement-savings-taxes-deductions-credits monthly 0.5 2025-01-13 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/b3ac3f68-4d56-4788-9f15-d63641333314/2025+Traditional+and+Roth+IRA+Contribution+Limits.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/dd102925-dd46-4d33-926f-e88ec111c0da/2025+Capital+Gains+Tax+Rate+Thresholds.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/3935bee1-29df-4ded-8458-126d30c72320/2025+shutterstock_2509248289.jpg Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/2f1ea4ef-659b-4528-b20c-8757e7ac015d/2025+Workplace+Retirement+Plan+Savings+Limits.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/48f4656b-59c6-4f87-9324-86f5bc43d5c6/2025+IRA+Income+Limits.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/5eb401d3-0329-4cb3-88d9-a513f6daac45/00+-+Up+Arrow.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/d99c02f3-db16-4812-b0a0-7e0fe677cf8c/2025+Marginal+Tax+Rate+Brackets+and+Income+Bands.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/0cb95275-7824-4e3a-9bc3-bd27c45c9e8a/Equal+Sign+Graphic.png Compass Points - What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & Credits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2024/7/8/catch-these-raymond-james-ads-at-tour-de-france-and-wimbledon monthly 0.5 2024-07-08 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/c9a93437-3637-40e7-af97-2d5cf7e57c9c/Greyhound.jpg Compass Points - Catch These Raymond James Ads at Tour de France and Wimbledon - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/a7dfa1c8-670f-47cb-b211-10ecea85bc55/Origami.jpg Compass Points - Catch These Raymond James Ads at Tour de France and Wimbledon - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/764476fd-b594-4b73-b6e1-d661316d5e15/Jazz.jpg Compass Points - Catch These Raymond James Ads at Tour de France and Wimbledon - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2024/5/5/financial-advisor-alisa-schultz-earns-cfpr-certification monthly 0.5 2024-05-05 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/f65b21c4-7370-4b20-8a9c-a5034e3bc1ce/Alisa+small+headshot.jpg Compass Points - Financial Advisor Alisa Schultz Earns CFP® Certification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2023/5/14/lower-my-lifetime-tax-liability-yes-please monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/7ef0a76e-d925-4296-abff-7f5419683930/shutterstock_134873372.jpg Compass Points - Lower My Lifetime Tax Liability? Yes, Please! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/e3f821f2-adfb-4873-a84e-743d5cf0faf8/Lifetime+Tax+Strategies+Graphic.png Compass Points - Lower My Lifetime Tax Liability? Yes, Please! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/77307be9-7cf4-42c7-b844-b8d70fdffe9b/Roth+Conversion.png Compass Points - Lower My Lifetime Tax Liability? Yes, Please! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2023/4/27/the-silver-lining-of-higher-interest-rates-earning-opportunities-for-cash monthly 0.5 2023-04-27 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/d01d7e0a-ba3e-4576-a73f-54986e03465c/Bank+Account+Box.jpg Compass Points - The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/41fcc2d7-7ad9-4ca5-b019-807564b6a83c/Interest+rates+shutterstock_1082218571.jpg Compass Points - The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/c992fe83-0a52-46b8-bc81-029c822f6ce2/Rate+Chart.jpg Compass Points - The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/ed4daecd-3903-4971-9d2a-ad9b71232e12/RJ+Bank+ESP.jpg Compass Points - The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/8fa8d9c2-3325-401e-a3be-f1ddc77d50dd/Capital+Access.jpg Compass Points - The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2023/2/2/the-little-ira-that-could-how-a-small-contribution-today-could-have-big-potential-value-tomorrow monthly 0.5 2023-02-03 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/1632236470173-EJT4OGG7JHYCX5BW3CA4/IRA+shutterstock_1174972849.jpg Compass Points - The Little IRA That Could: How a Small Contribution Today Could Have Big Potential Value Tomorrow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2023/1/22/exciting-news-kathleen-lazor-named-raymond-james-branch-associate-of-the-quarter monthly 0.5 2023-01-23 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/09743642-10e0-4d71-9343-dc097913cb97/20220521-113001-SM-Kathleen-Uncropped.jpg Compass Points - Kathleen Lazor Named Raymond James Branch Associate of the Quarter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2023/1/22/jessica-wilson-joins-estes-wealth-strategies-as-client-services-associate monthly 0.5 2023-01-23 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/13b07d19-1488-436b-a4d7-265021724247/Jessica+headshot.jpg Compass Points - Jessica Wilson Joins Estes Wealth Strategies as Client Services Associate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2022/9/27/three-year-end-strategies-that-may-help-reduce-your-taxes monthly 0.5 2022-09-27 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/93995b0f-6974-4b72-aec8-ba3bd0029ef0/Roth+Conversion+graphic.jpg Compass Points - Three Year-End Strategies That May Help Reduce Your Taxes - Make it stand out The “Gap Years” between retirement and taking social security may provide an opportunity to convert pre-tax IRA funds to a Roth IRA, taking advantage of the lower tax bracket. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/7ef0a76e-d925-4296-abff-7f5419683930/shutterstock_134873372.jpg Compass Points - Three Year-End Strategies That May Help Reduce Your Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2022/9/14/from-crib-to-college-a-529-education-savings-journey monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/23d40f29-e2cd-41a5-8ce7-bb203a5f9df7/Contribution+grid.jpg Compass Points - From Crib to College: A 529 Education Savings Journey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/8ba505f4-246d-4639-b573-b9d393f99bc5/Crib+to+college.jpg Compass Points - From Crib to College: A 529 Education Savings Journey - Make it stand out From crib … to college! https://www.esteswealthstrategies.com/compass-points/2022/5/17/why-not-reacting-to-market-volatility-can-be-the-best-reaction-for-your-portfolio monthly 0.5 2022-05-18 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/3a63634a-0cca-44fb-8d4a-87b29fa5bd30/S%26P+500+NTM+PE+Ratio.png Compass Points - Why NOT Reacting to Market Volatility Can Be the Best Reaction for Your Portfolio - Make it stand out Source: FactSet, 5/5/22 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/ba4b1512-15d7-45fe-8b2d-6eca3c186290/shutterstock_1276085377.jpg Compass Points - Why NOT Reacting to Market Volatility Can Be the Best Reaction for Your Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/ae06ce9b-2b18-4845-8fed-7947a9c641a7/S%26P+Price+Index+May21-May22.png Compass Points - Why NOT Reacting to Market Volatility Can Be the Best Reaction for Your Portfolio - Make it stand out Source: FactSet, 5/5/22 https://www.esteswealthstrategies.com/compass-points/2022/2/15/ews-associate-alisa-schultz-promoted-to-financial-advisor monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/335e3b2d-d1d6-4943-878b-9b7f0df7cf9a/Alisa+photo.jpg Compass Points - EWS Practice News: Associate Alisa Schultz Promoted to Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2021/12/7/year-end-strategy-4-should-i-gift-as-an-estate-planning-strategy monthly 0.5 2021-12-07 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/971d653f-419f-4782-8f2e-6cfb986c1d2a/Gifting+chart.jpg Compass Points - Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/1633479909937-QP65E03SBKA34WO78737/Newsletter+Series+Box.jpg Compass Points - Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/53645d20-9ce6-43b2-929d-a493d86ed29a/shutterstock_184138976.jpg Compass Points - Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2021/11/15/year-end-strategy-3-have-i-maxed-out-my-workplace-retirement-savings monthly 0.5 2021-11-16 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/a9ec3786-396a-4527-9de8-176f73d441be/shutterstock_593390546.jpg Compass Points - Year-End Strategy #3: Have I Maxed Out My Workplace Retirement Savings? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/1633479909937-QP65E03SBKA34WO78737/Newsletter+Series+Box.jpg Compass Points - Year-End Strategy #3: Have I Maxed Out My Workplace Retirement Savings? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.esteswealthstrategies.com/compass-points/2021/10/5/year-end-strategy-2-how-can-charitable-giving-help-reduce-my-tax-bill monthly 0.5 2021-10-06 https://images.squarespace-cdn.com/content/v1/586e6a79e58c6260505a4b92/1633442078741-KRKVS5YR76EU2UO2QC4D/425124535-huge.jpg Compass Points - Year-End Strategy #2: How Can Charitable Giving Help Reduce My Tax Bill? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. 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