In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with [...]
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that [...]
Entering into a marriage is not just a romantic commitment but also a financial partnership. For newlyweds or nearly-weds, planning future finances together can help strengthen the relationship and work toward financial independence. Here’s a guide to [...]
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form [...]
Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as [...]
As the calendar turns to a new year, many take the time to reflect on the past year and set goals for the upcoming one. This process often involves creating a list of resolutions aimed at improving [...]
Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture. [...]
Safeguarding wealth is a critical component of financial planning. As we approach 2026, it’s vital to understand strategies that may help preserve and grow one’s financial assets effectively. […]
Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock [...]
As the year winds down, many individuals and businesses turn their attention towards preparing for the upcoming tax season. Diligent tax preparation can help minimize liabilities, maximize returns, and avoid potential complications or penalties. Here are some [...]
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Office Manager
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Financial Advisor
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Orci porttitor sed est sed sociosqu viverra pretium dictum. Faucibus cras ullamcorper quam lacus inceptos donec tempor cras pretium? Congue orci tristique posuere litora interdum tristique; pretium cras. Mauris ante vulputate malesuada pretium curabitur dui nisi viverra placerat. Aptent pharetra ultrices fringilla id quis eget. Montes massa aptent arcu pharetra tincidunt nibh augue. Cubilia orci dapibus scelerisque accumsan consectetur inceptos suscipit fringilla. Praesent semper fusce ligula himenaeos phasellus ante quam.
Co-Founder
James Nguyen, co-founder of Golden Financial Compass (GFC), brings over 30 years of experience in computer programming. His passion for technology and innovation has been essential in shaping GFC’s vision and supporting its growth.
James is dedicated to providing agents with the tools and resources they need to succeed. By simplifying complex processes, he helps agents focus on what matters most—serving their clients with confidence and care.
Co-Founder
I’m Theresa Nguyen, co-founder of Golden Financial Compass. With over a decade in financial services, I help individuals and families secure their financial future. My expertise includes retirement planning, life insurance, annuities, 401K rollovers, and Medicare.
As a Vietnam War survivor, my journey inspired our company’s mission: to be a trusted guide for financial well-being. At Golden Financial Compass, we prioritize people first, offering personalized solutions for lasting security and prosperity.
We are also actively building our team and welcome driven individuals who want to make a meaningful impact. If you’re passionate about helping others and growing with purpose, let’s connect.
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