Category Archives: Industry Statistics

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 , ,

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