Welcome to Compass Advisory Partners.

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

We hope you take advantage of these resources and visit us when you need to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Turbulent Times in Emerging Markets

Emerging market investments may have the potential for higher average returns over the long term, but there are risks.

Paying for Giving

When it comes to taxes, the giver could face tax liabilities that do not apply to the receiver.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

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