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Total: 16 results found.

Home for the Holidays

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

...  Whether the home is in need of repairs. One of our clients uses her home visits to make sure the smoke detectors in her mother’s home have fresh batteries. The objective here is not to ruin ...

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

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

... portfolio. Through risk control you can moderate the ups and downs in the market. Why is this important for the average retiree? Most retirees make periodic withdrawals from their portfolio to meet basic ...

Cash is not King!

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

... it makes sense to me to focus more attention on controlling portfolio risk and preserving capital. The financial crisis has receded from our memories but it has left a legacy of weakness in economic ...

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 ...

Rule of Thumb

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

... some clarification. For example: Withdraw 4% of what? Of the beginning year balance in the nest egg? Or is it 4% of the nest egg balance when you retire? This can make a difference. For example, ...

Keeping your Medigap plan affordable

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

... how a little comparison shopping can make the policies more affordable.  ...

They need sophisticated tax planning..

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

Core Capital Counselors have extensive planning backgrounds and are CPAs. That may not make us fun at parties but we know that what is important is not what you make and save but what you ultimately keep ...

Important Disclaimer

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

... to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. ...

Jean K. Lyon

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

... follow-through, and administrative know-how are all essential in managing your account; Jean makes sure that every detail is attended to. Jean is the front line of our relationship with each client, ensuring ...

News & Web Links

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

... provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect ...

Market Summary

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

...    PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to ...

Estate Planning

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

You're going to die anyway, so why not plan for it? The key is making your wishes known ahead of time (since you can't make your wishes known afterwards, at least as far as we know) and protecting your ...

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 ...

Social Security Analysis

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

... "break even analysis" – if you delay your benefit how long will you have to live to make the money back?. We are talking about in depth analysis and expertise you will not find at other planning firms. ...

Our Approach

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

... will make a big difference where an investor ends up. We do believe in carefully managing risk, growing portfolios so that purchasing power is maintained and paying close attention to costs and taxes. ...

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.  ...