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Total: 12 results found.

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... would provide an inflation adjusted stream of income for 30 years, the combination of a severe downturn in the market plus the periodic withdrawals may reduce the life of the portfolio by 5 years. How ...

Medicare Part D Enrollment for 2012 Comes Early this Year

Created on Monday, 12 September 2011. Posted in main/blog

... years the election period ran from November 15 through December 31. In addition, changes introduced in 2011 remain in place including higher monthly premiums for individuals with income over $85,000 and ...

Cash is not King!

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

... money, so when the government repays their debt the cash given to investors purchases fewer goods and services. If that was not enough the situation is worse in taxable accounts since the income tax ...

Have you had “the talk” with your parents?

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

... advisor, they were able to come up with a plan to supplement her father's income and move him from his home to an assisted living facility. "It was not an easy subject to talk about, and there were plenty ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... monthly Medigap premium and still keep the coverage needed! Call Jim Sullivan with any questions.   Fred and Lois   Fred and Lois live on a modest retirement income. Their monthly income includes ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... calculation (a study of how much annual income a client may draw from his or her nest egg with a reasonable chance that the nest egg will not be depleted before they die) is difficult enough for a healthy ...

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.  ...

Because they are close to retirement and realize the importance of...

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

Designing an income plan that reduces the risk that you will run out of money before you run out of life takes careful planning. How much can you withdraw each year from your retirement accounts? When ...

Retirement Planning

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

... retirement. We build a plan around your retirement income needs and properly managing the distributions from your nest egg to give you a decent chance that the money will still be there even if you live ...

Social Security Analysis

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

Making the right election can add thousands of dollars to your income during your retirement years. It can also mean greater protection for the surviving spouse. And here we are talking more than a simple ...

Income and Distribution Planning

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

The focus your whole working life has been saving. Your reach retirement and what do you do? How do you build a distribution plan that will improve your chances that your nest egg won't expire before you ...

Life After 65

Created on . Posted in Category

... and income strategy to helping you plan for your health care needs and estate planning we can make the complicated simple, and the confusing easy to understand.  ...