Broker Check

Compass Investment Advisors - Dover, DE

 
  • 46 South State Street Dover, DE 19901
  • 302-526-2565
We Eliminate the Noise Why Work With Us? Importance of Independence What is Your Retirement Plan?

Advisor Name

President

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Partner

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Private Wealth Advisor

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Client Service Specialist

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Insights From Compass

Browse through our resource library to learn more about a host of relevant and timely topics.

Our Commitment To You

Learn more about why clients continue to choose Compass Investment Advisors.

The Compass Mission

Why we do what we do for clients and the community.

Helpful Content

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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