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Total: 17 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

...  Being home for the holidays may also give you a chance to discuss or observe: Wills, advance directives, trusts, final wishes for burial, powers of attorney, whether beneficiary designations need ...

Have you had “the talk” with your parents?

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

... matters worse, their health may be deteriorating increasing their health care costs and making planning for future care needs essential. Sometimes there are signs of financial distress. Ray's daughter ...

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

... 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

... 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

... But the monthly cost is often based on the care level needed by the resident at time of admission. Before signing a contract, check if the facility increases the monthly fee based on the level of care ...

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 ...

Because they value long term, personal relationships....

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

Our clients still want an advisor they can meet with periodically to review their portfolio, to discuss their planning needs. Social networking has its place, but for our clients, the personal touch still ...

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

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

... should you begin taking Social Security? What will health care expenditures be after retirement and how can I better plan for them? How can I balance the need for a comfortable retirement income and my ...

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...  ...

David Fluett

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

... of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder ...

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 ...

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. ...

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 ...

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.  ...