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Compass Capital Corporation
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We are in a highly personal relationship with our clients. You have given us a mandate to advise and consult with PERSONAL financial plans/advice and we implement with individual accounts and personalized investment strategies. The information we gather…
#Robo800# vs Trusted Financial Advice
#Robo800# vs Trusted Financial Advice
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FINRA has received a number of calls recently from individuals who have received unexpected checks, some from organizations whose names are household words. To those callers, we offer a concise response: Don’t cash the check, it’s almost certainly…
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Compass partner Tim Shanahan has had a long career as a financial planner and he’s had a very active athletic life with numerous passions like sailing, hockey, judo, ju-jitsu, skiing snowboarding, kayaking,  biking and more. He entered the financial…
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What's Going on at Tim's Desk?

The last few weeks seemed to fly by so fast. Like a lot of you, on weekends I’ve been up on the roof trying to manage the snow/ice pack and prevent ice damage or even worse a roof collapse. During the weekdays, my assistant Susan and I have been helping a…
What's Going on at Tim's Desk?
What's Going on at Tim's Desk?
yourtrustedfinancialadvisor.wordpress.com
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How Your Income Stacks Up- from Kiplinger

At this time of year taxes are top of mind. You might find this of interest: How Your Income Stacks Up Based on IRS data from 2012 tax returns Are you in the top 25% of all earners? The top 10%? Plus, out what portion of the tax burden you bear according…
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Putting the ABLE on for the Disabled - Congress Passes ABLE Act: Major Victory for Persons with Disabilities and Their Families This is significant and actionable news for anyone who has a family member with disabilities (with an age of onset up to 26 years old) Similar to a Roth IRA Congress has just passed an act to allow for the funding of a tax-exempt savings account that can be used for maintaining health, independence and quality of life. Read the details about th... http://ow.ly/2Ss1vr
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Did you know that regional tuition exchange programs remain a relatively unknown opportunity despite offering big discounts on out-of-state rates? Imagine saving an average of $7,500!  Well you don’t have to imagine it, the New England Board of Higher…
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Seize The Day and Talk Turkey - Carvé Diem? Father Explaining Stocks and Bonds to Son 1972 Norman Rockwell If you’re fortunate enough to have family to spend Thanksgiving with, consider the time you have together as more than a chance to eat, watch football, and nap.  Those too-infrequent times you have with your parents and/or your children are golden opportunities to talk about some of the financial things we always mean to talk about, but seldom do. People of my vint... http://ow.ly/2R7HpA
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It‘s time to think about what you can do to lower your taxes for 2014. here are five main bullets to consider before year end: Don’t forget to maximize your retirement plan savings Don’t forget to review your realized and unrealized capital gains and…
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To keep you abreast of current market conditions, we invite you to view me presenting SEI’s “Third Quarter 2014 Investment Review” video . This brief video will provide you a synopsis of our positioning around the markets, the impact to the…
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