Welcome to Compass Financial Services Group
Thank you for visiting our brand new website, hosted by Broadridge. All accounts managed by Compass Financial are overseen by Woodbury Financial.
Newsletters
-
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
-
The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
-
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.