Category Archives: Estate Planning

Should I Keep My Old 401(k) or Roll it over to an IRA?

Whenever you leave a job, you often have to decide what do do with your 401k.  In many cases, you may have several 401(k) or 403(b) accounts that you have accumulated over the years.  Should you roll them over to … Continue reading

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Should I Pay Off My Mortgage?

Most of us that live in our home have a mortgage. The decision as to whether to use available funds for investing or paying down your mortgage is a question that is often asked. That is not a simple question.  … Continue reading

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Common Flaws in Estate Planning

Unearthing Problems Can Be as Simple as Asking a Few Questions Asking these eight questions can prevent anguish and save money and time at a moment when you or your loved ones can least cope with it; after a death … Continue reading

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Welcome to the Compass Rose Financial Planning Blog

Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial and investing advice on an hourly basis. We specialize in helping you “Chart Your Financial Future”. Our approach to financial planning focuses on you and understanding your … Continue reading

Posted in Education/College, Estate Planning, Financial Planning, Industry Statistics, Insurance, Investing, Resources, Retirement, Taxes | Tagged , , | 1 Comment