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Total: 17 results found.

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

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

... severe market downturn reduces the value of your portfolio even further. The practical impact on you is shortening the expected life of your portfolio. If at retirement, the expectation was that your portfolio ...

No Medigap Supply Coverage - Penny Wise Dollar Foolish?

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

We've written about it before. Adult children find out their parents do not have a Medigap (Medicare Supplement) plan until it is too late. A recent client situation shows how a bad situation can be made ...

Medicare Part D Enrollment for 2012 Comes Early this Year

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

Health care reform made significant changes to the Medicare Part D prescription drug program. The annual coordinated election period will be October 15 through December 7 in 2011 and future years; in prior ...

Cash is not King!

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

We are in a period of weak economic growth which one would expect will generate weak but positive returns in the capital markets. On the other hand, there are many serious risks facing the world over ...

Have you had “the talk” with your parents?

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

No, we're not talking about the birds and bees discussion you had with your mom or dad as an adolescent with raging hormones. Here we're talking about "the talk" adult children may have to have with their ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... Another example is the rule that in retirement you can withdraw 4% of your retirement nest egg annually and chances are the money will last for the rest of your life.   But this rule of thumb needs ...

Keeping your Medigap plan affordable

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

Medigap premiums are becoming a real strain on the monthly budgets of seniors – but before letting a policy lapse read Fred and Lois’ story below. There are ways to reduce your (or your parents’ or grandparents’) ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... progression of care that may be needed). Some diseases, such as Alzheimer’s disease will shorten life expectancy, while others, such as Parkinson’s disease do not necessarily shorten life expectancy. In ...

Senior Housing

Created on Tuesday, 18 January 2011. Posted in main/blog

When shopping for an assisted living facility, families often focus on the initial cost of the stay. For example, the monthly cost of a semi-private room in assisted living facilities is, on average, $3,300. ...

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. ...

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 ...

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 ...

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 ...

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. ...

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 ...

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 ...

Life After 65

Created on . Posted in Category

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. From developing an individual investment ...