Skip to content
Skip to Client Access
The Compass Wealth Group
Home
Our Clients
Our Clients
Business Owners
Families & Individuals
Non-Profits
Retirees
Women Investors
Services
Services
Our Approach
Services
Services
Business Planning
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Portfolio Management
Retirement Planning
Risk Management
About Us
About Us
Randy L. Halfpop
Brian D. Eilers
Jess Ryan
Cherie Przymus
Troy Kimball
Stephanie Schmitt
Events
Events
Building Your Retirement Income Plan
What Makes Us Different
Professional Recognitions
About Raymond James
Digital Advice
Resources
Resources
Newsletters
WorthWhile
Contact
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
5920 Yellowstone Rd
Ste 3
Cheyenne, WY 82009-4181
T
307.635.6644
TF
800.929.6644
F
307.635.0695
Map and Directions
Map and Directions
455 E Pikes Peak Ave
Ste 301
Colorado Springs, CO 80903-3674
T
719.632.4188
F
719.632.4189
Map and Directions
Map and Directions
204 Maple St.
Ste 104
Fort Collins, CO 80521
T
970.305.8570
Map and Directions
Map and Directions
RESET ALL FILTERS
FILTERS
Date
2024
January
February
March
April
May
June
July
August
September
October
November
2023
January
February
March
April
May
June
July
August
September
October
November
December
2022
January
February
March
April
May
June
July
August
September
October
November
December
2021
February
May
June
July
August
September
October
November
December
2019
January
February
March
May
July
2018
July
October
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Business Owners
Charitable
Economy
Education
Fixed Income
Goal Planning
Housing
Investment Strategy
Longevity Planning
Retirement Planning
Women
Media
Article
Audio
Calculator
Checklist
Commentary
Document
Infographic
Newsletter
Video
Webinar
Shred me, shred me not [INFOGRAPHIC]
Technology & Innovation
Infographic
Share
Facebook
Twitter
LinkedIn
Email
Which documents to keep and which to toss safely.
PREV RESOURCE
NEXT RESOURCE