Compass Advisory Partners, LLC

 

Welcome to Compass Advisory Partners.

 

We are committed to helping you see the value of working with skilled professionals to pursue your financial goals. In addition to your personal advisor, on our website you'll find a wealth of information in the form of newsletter articles, calculators, research reports, and market performance data.

We hope your visit to our website will assist you in understanding the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Here you will gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

We hope you take advantage of this important resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

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