Category Archives: Financial Planning

Smart Strategies for 401(k) Rollovers to IRAs

Here’s how to keep your nest egg intact when you change jobs by EMILY BRANDON*   When you leave a job, there are three ways to preserve your retirement account balance: leave it in the existing 401(k) plan, roll the … Continue reading

Posted in Advisor Insights, Financial Planning, Investing, Retirement, Taxes

Individual Retirement Accounts (IRA) Contributions

Start planning now.  Tax deadline, April 15th, 2013 is just around the corner.  Do not wait. Traditional IRA (Individual Retirement Account), ROTH IRAs and SEP (Simplified Employee Pension) plans do not require that contributions be made by the end of … Continue reading

Posted in Advisor Insights, Financial Planning, Investing, Retirement

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

Posted in Advisor Insights, Estate Planning, Financial Planning, Industry Statistics, Retirement, Taxes | Tagged , ,

NY Times Special Section – Retirement Sept. 16th, 2011

The New York Times has a Special Section on Retirement today (Friday, Sept 16th, 2011). This is the lead article, but it has a total of 10 articles on various aspects of Retirement from Long-Term Care Insurance, lowering fees on … Continue reading

Posted in Advisor Insights, Financial Planning, Insurance, Investing, Resources, Retirement, Taxes

Vanguard Now the Nations Largest Mutual Fund Provider

I receive many publications every week, both on-line and hard copy, such as newsletters, blogs and magazines.  I scan for interesting and compelling articles and pass them on to you with commentary. Last week the Kiplinger’s Personal Finance magazine had … Continue reading

Posted in Advisor Insights, Financial Planning, Industry Statistics, Investing, Resources, Retirement

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