Category Archives: Industry Statistics

Should I Pay Off My Mortgage?

Posted on August 31, 2012 by

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 , ,

Vanguard Now the Nations Largest Mutual Fund Provider

Posted on September 2, 2011 by

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

Posted on July 1, 2011 by

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