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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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