Can Your Money Work Harder?

Dear Compass Point Family and Friends,

We are writing to follow up on a letter that we sent last year.

Clients have been asking, “What can I do with money that is sitting in the bank earning virtually 0% interest?” These funds are not expected to be needed in the near future and are kept in reserve, “just in case”. Clients would like to earn more but instead, they seek low risk options to retain their balance and keep funds available.

If you have “lazy” money, we can show you several options that could help those funds work harder. We are happy to discuss the alternatives and help you determine if they are a good fit. Simply send an email to info@cprp.com or call 800-246-1433.

We hope you are finding ways to cope in this crazy world. If there is anything else we can help with, do not hesitate to let us know.

Sincerely,

Your Compass Point Retirement Planning, Inc. Advisory Team

2021-07-27T13:11:46+00:00

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This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

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