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Total: 16 results found.

Looking on the Brighter Side

Created on Monday, 13 February 2012. Posted in main/blog

...  That could change if we do not manage our overspending and our financial condition continues to deteriorate. Our principal problem lies in the area of entitlements where Social Security and Medicare ...

Home for the Holidays

Created on Tuesday, 15 November 2011. Posted in main/blog

... miss especially if it’s been a long time between visits. The cognitive difficulties may result in financial problems as the parents become forgetful or begin to lose their ability to plan their finances. ...

No Medigap Supply Coverage - Penny Wise Dollar Foolish?

Created on Friday, 21 October 2011. Posted in main/blog

... out his father had canceled his Medigap policy several months earlier. It had become "unaffordable" according to his dad. He didn't mention it because he was embarrassed to admit his financial difficulties ...

Cash is not King!

Created on Friday, 01 July 2011. Posted in main/blog

... the next few years that could derail growth and possibly cause a new bear market if not an outright financial crisis. Under these circumstances, weak upside returns with the chance of a serious bear market, ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... portfolios and the collapse of home prices has left many older Americans in dire financial straits. Some have ended up with substantial credit card debt after years of trying to make ends meet. To make ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... are severe and sudden in onset. A broken bone is an acute condition (although it may be caused by a chronic condition such as osteoporosis). Financial planning for clients and their families impacted ...

Retirement health care costs are skyrocketing...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our boomer clients have found themselves responsible for their parents financial and health care planning. We are expert at assisting clients with both. For seniors, health care costs are consuming ...

Because they believe their time is better spent enjoying life...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our clients would like to manage their own financial affairs but find that something always gets in the way...life. They work with us so they can get on with so many other things they want to do. ...

wealth management header

Created on Thursday, 28 October 2010. Posted in main/rotating header

Wealth Management Provide us with information on where you are in life now, where you hope to be down the road and what your financial goals are. We then take your information and design a ...

Important Disclaimer

Created on Friday, 15 October 2010. Posted in main/general

... investment consulting and financial planning services are offered by Core Capital Solutions LLC, a registered investment advisory firm. The presence of this Web site on the Internet shall in no direct ...

James Sullivan

Created on Friday, 15 October 2010. Posted in main/team

James Sullivan, M.A.S.,CPA/PFS James specializes in retirement planning with special emphasis on helping his clients control the specific risks of retirement. Jim has over 20 years of financial planning ...

David Fluett

Created on Friday, 15 October 2010. Posted in main/team

David M. Fluett, CPA David formed Core Capital Solutions to help corporate retirement plans and high net worth individuals achieve financial success. Mr. Fluett leads our team with his extensive knowledge ...

Senior Housing Option Advice

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

The world of senior housing is expanding and changing rapidly. Not only the type of housing available but the financial terms. At the same time, technology will help you stay at home longer. We understand ...

Income and Distribution Planning

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

... do? Our sophisticated planning techniques can help you create a plan that allows you the best opportunity to meet your financial goals.  ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

... with David – a tribute to his ability as an investment advisor and the personal services he provides to his clients. Jim Sullivan joined the firm providing broader financial planning expertise and health ...

wealth management

Created on . Posted in Category

Here is what you do: You provide us with information on where you are in life now, where you hope to be down the road and what your financial goals are. Here is what we do: We take your information and ...