Compass Financial, Wi, Mn, Retirement Planning, Medicare

Compass Financial provides direction to fit your needs

Our service and direction is provided after we have a complete understanding of our clients needs and desires.  Our clients goals and dreams are the most important aspect of our business.  We try to build a long relationship based on our local values and commitments.  By investing in the time to become acquainted with you we can work  together to come up with the most appropriate course of action.     

  
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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