Category Archives: Resources

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