CCM INSIGHTS
A Newsletter by Compass Capital Management
UPCOMING EVENTS:
Medicare Supplement Event: September 22nd
Brewing Up Trivia; October 9th
Holiday Hoedown: November 13th
FALL 2025 COMPASS MAGAZINE
Read our FALL 2025 Issue of the COMPASS Magazine here:
https://issuu com/compasscapitalmgt/docs/compa ss magazine fall 2025
This issue includes:
Retirement Requires Intentionality FAQ
Tax Harvesting Time
Year-End Checklist
Aggressive Investing & MORE
ISSUE 2 / SEPTEMBER 11, 2025
1.FALL 2025 COMPASS Magazine HOT OFF THE PRESS!! CCM’s Fall issue is LIVE!
2.CHOOSING A LIFESTYLE: F.I.R.E. An article from CCM’s Jimmy Williams bringing you the F.I.R.E. in your lifestyle
3.Medicare Supplement Event Don’t Forget to RSVP!
CHOOSING A LIFESTYLE: F.I.R.E.
BY: JIMMY J. WILLIAMS, CPA/PFS, CFP , CRPC ® ™
When you started your career, what was your purpose for working? Most people will answer to support a family, build a home, or save for the future Some younger individuals actually begin their career with the mindset that their careers will be short and their retirement much longer. Subscribers of this approach to retirement planning seek to save up to twenty-five times their annual salary as quickly as possible so they may live on the resources
A few assumptions are made by the individuals who seek to FIRE (which stands for “Financial Independence, Retire Early’) Further, you will need
This mindset is the opposite of the majority of workers Most of us seek to own a home, enjoy some of life’s benefits of travel, recreation, and other amenities while saving for the future over a longer-term period For example, people may accumulate up to or exceed $1 million in their retirement accounts by starting early in their career and exercising discipline in the process over time. Surely you have read stories of janitors who leave multiple millions of dollars to universities, hospitals, and other charitable organizations when they die These individuals live a life of frugality that many of us could not endure
®
One method of starting a savings program is to seek the advice of a CERTIFIED FINANCIAL PLANNER practitioner who specializes in comprehensive life p current cash flow areas where adjust savings occur. Taxe potential so it is imp opportunities withi review and unders options with your em the many options deductions today.N the benefits of full li it early in our caree what works best fo stay focused on t pickleball court!
MEDICARE SU
EDUCATION E
SEPTEMBER
22N
Compass Capital M an event to speak regarding Medicare upcoming Enrollmen
CCM’s Jimmy William speaker Cliff Hous about enrollment.
This will be a publ Earth Coffee, 345 E OK 74501, with limit
If you are interes contact our office at (918) 423-3222 or email maddie@compasscapitalmgt.com to RSVP.
