Compass Insurance & Financial Group

CONNECT

Address:

137 West Main Street
Ashland, OH 44805

Phone:

(419) 207-1111

Fax/Other:

(419) 289-6197

Nontraditional Video Vignettes

Wealth & Wisdom

The Next 3000 Days

 

 

An Uneasy Awareness

 

 

The Business of Learning

 

 

Misguided Wisdom

 

 

The Defining Moment

 

 

The Thought Process

 

 

Transfers of Wealth

 

 

Owning a Home

 

 

Taxes

 

 

Qualified Plans

 

 

Money Matrix

 

 

Insurance

 

 

The Family Legacy

 

 

The Charitable Legacy

 

 

Your Circle of Wealth

Your Circle of Wealth

 

 

Retirement: Ready or Not

 

 

Opportunity Cost

 

 

Spender, Saver, Wealth Creator

 

 

Qualified Plans Do Two Things

 

 

The Luck Factor

 

 

Driving Your Future

 

 

How Much Disability Coverage?

 

 

Maximize Your Deductions

 

 

You May Not Be Saving Taxes

 

 

Avoiding the Losses

 

 

Standing in the Tax Line

 

 

The Income Game

 

 

Everything You Know You Think is True

 

 

Calculating Your Income & Wealth Potential

 

 

Interest You Earn vs. Interest You Lose

 

 

The Cost of Procrastination

 

 

Average Rate of Return vs. Real Rate of Return

 

 

Personal Economic Model

Did You Know?

 

 

Human Nature

 

 

Recoup vs. Recover

 

 

Before You Buy

 

 

Pay Cash or Finance

 

 

War Between Current & Future

 

 

Financial Warning Signs

 

 

Three Different Strategies

 

 

The Zero Financial Line

 

 

Problems With Consumer Debt

 

 

Problems With Paying Cash

 

 

Collateral Capacity

 

 

Toughest Financial Questions

 

 

Balanced Financial Approach

 

 

Your Income & Wealth Potential

 

 

Human Life Value

 

 

The Tax Filter

 

 

Lifestyle Regulator

 

 

Major Capital Purchases

 

 

Qualified Plan Contributions

 

 

College Funding

How Will I Pay For College?

 

 

Expected Family Contribution

 

 

Sticker Price

 

 

The Importance of Planning

 

 

Private or Public

 

 

The Unrecognized Cost of College

 

 

Head, Heart, Hand

 

 

Borrowing for College

 

 

Timing is Everything

 

 

Will a Scholarship Be the Solution?

 

 

Some Non-Traditional College Planning Solutions

 

 

One Year Degree

 

 

Most Expensive Year

 

 

How to Eat an Elephant

 

 

How Much is Too Much?

 

 

The Importance of Staying Connected

 

 

4000 Colleges

 

 

College, Then Career

 

 

Golf & Your Money

Club vs. Swing

 

 

Practice: Who Has Time?

 

 

Drive for Show & Putt for Dough

 

 

Risk & Reward

 

 

Avoiding the Hazards

 

 

Cart or Caddie

 

 

Your Favorite Club

 

 

The Club vs. The Swing

 

 

Don't Forget Your Short Game

 

 

Play From the Right Set of Tees

 

 

Improving Your Short Game

 

 

Scorecard

 

 

Black, Blue, White or Gold

 

 

Course Management

 

 

Hook or Slice, Fade or Draw

 

 

Fair Weather Golfer

 

 

New Grips

 

 

Getting On In Regulation

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck