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Total: 21 results found.

Looking on the Brighter Side

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

... building trade laborers are unlikely to return to building homes during their working lives. These people need retraining which will allow them to find employment in other industries and help restore ...

Home for the Holidays

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

... the problem.” Having a hearing problem increases the chance that the parent will be isolated from the community. Are they squinting to help them see even though they are wearing their ...

Have you had “the talk” with your parents?

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

... situation came out only after several fainting spells resulted in a hospital stay. Fortunately, Jean and her 2 siblings are in a position to help their father financially. Meeting with their investment ...

Inflation Friend or Foe

Created on Tuesday, 12 April 2011. Posted in main/blog

... "running the printing press". It is an inflationary policy that was designed to help the economy recover but the question remains can the government stop the process without the economy slowing into another ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

...  At Core, we have found that for a number of reasons, people living with chronic disease do not want it generally known. They may believe there is little their financial advisor can do to help. We have ...

Retirement health care costs are skyrocketing...

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

... more and more of the income. We help our clients (and their parents plan) for what may be their largest expense in retirement.  ...

wealth management header

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

... unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind. Read more...  ...

life after 65 header

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

Life After 65 The bad news is that life after age 65 is becoming as complicated and confusing as life before age 65. The good news is that Core Capital Solutions LLC is here to help. Read ...

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 ...

Retirement Planning

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

... to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially ...

Education Planning

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

Yes, education is expensive. Yes, we can help you plan to meet the costs of educating your children (or your grandchildren, for that matter). How much do I need to save? What are the most tax efficient ...

Insurance Planning

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

The old Yiddish saying is – "Man plans, God laughs". Insurance is the best way to meet the uncertainties of life and we can help analyze your insurance needs and evaluate proposals made by insurance agents. ...

Financing Health Care

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

Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...

Medicare Analysis

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

... assignment. The world of Medicare has changed in the last few years and more changes are on the way! We help all of this make sense to you and work with you to make the best choice for coverage given your ...

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.  ...

Vendor Selection Consulting

Created on Wednesday, 06 October 2010. Posted in main/Qualified Plan Consulting

... advantages that different plan structures provide and can help with the selection of the plan type that best fits the employer.  ...

Welcome to Core Capital Solutions

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

Our clients work with us for many reasons... Now you know a little about us, tell us about yourself and what we can do to help.   The only reason for time is so that everything doesn't ...

wealth management

Created on . Posted in Category

... design a unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind. We act as your fiduciary so you needn't worry if there ...