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Small Business Tax Strategies for Owners Nearing Retirement

small business tax strategies for business owners

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Medicare and Taxes: Year-End Moves That Could Save You in 2025

medicare and taxes

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Retirement Tax Strategies: What You Should Know

retirement tax strategies what you should know

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Why Wealth Management Tax Planning Isn’t Just for the Ultra-Rich

wealth management tax planning

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Ultimate Guide to Small Business Tax Planning for First-Time Owners

small business tax planning

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

International Tax Planning for U.S. Retirees Living Abroad

international tax planning

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Why Inheritance Tax Planning Matters More Than You Think

why inheritance trax planning matters more than you think

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

What is Voluntary Life Insurance?

what is voluntary life insurance

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

What Is Supplemental Life Insurance?

what is supplementary life insurance

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

Is Life Insurance Taxable?

is life insurance taxable

Our blog simplifies insurance by providing clear and concise information on various types, including auto, home, health, and life. We examine the benefits, costs, and limitations of each and offer tips on finding the right coverage to fit your needs and budget. Whether you’re seeking to protect your assets or loved ones, or just want a better understanding of insurance, our blog is the perfect resource.

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Copyright © 2023 Compass Retirement Solutions LLC, All rights reserved.
Advisory services offered through Compass Retirement Group, LLC a SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Compass Retirement Solutions, LLC. Compass Retirement Group and Compass Retirement Solutions are affiliated.
Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Compass Retirement Group, LLC, does business as Compass Retirement Solutions in certain markets. Compass Retirement Solutions, website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Compass Retirement Group, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Ready to become part of the Compass Retirement family?

Schedule your complimentary consultation today!

Schedule A Meeting

Contact Us

Headquarters

Atlanta Office

Resources

Advisory services offered through Compass Retirement Group, LLC a SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Compass Retirement Solutions, LLC. Compass Retirement Group and Compass Retirement Solutions are affiliated.
Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Compass Retirement Group, LLC, does business as Compass Retirement Solutions in certain markets. Compass Retirement Solutions, website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Compass Retirement Group, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
Copyright © 2025 Compass Retirement Solutions LLC, All rights reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Compass Retirement Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Marvin Mitchell is an Investment Advisor Representative affiliated with Compass Retirement Solutions LLC. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.