We can help take some of the mystery out of preparing for your financial future.
We offer insight and information for employers and employees.
Guidance that can help you understand and better define your financial goals.
Understanding Today's Financial Environment
Welcome to Compass Wealth Management, a boutique financial services organization in South Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, asset allocation, estate strategy, or just getting a second opinion on your existing investment portfolio, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over 50 years of combined experience in the financial services industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your journey.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How Income Taxes Work
A quick look at how federal income taxes work.
Bonds may outperform stocks one year only to have stocks rebound the next.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Read this overview to learn how financial advisors are compensated.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?