Search

Search Parameters
Search Only:

Total: 28 results found.

Home for the Holidays

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

... miss especially if it’s been a long time between visits. The cognitive difficulties may result in financial problems as the parents become forgetful or begin to lose their ability to plan their finances. ...

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 ...

Cash is not King!

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

... think it makes sense to have a plan in place prior to any occurrence. You might think why not just go to cash equivalents or short term bonds, the classical answer in times of stress. Unfortunately ...

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

... a withdrawal plan at retirement is crucial but we do not use a rule of thumb. We review withdrawal plans with our clients once a year and make changes, if necessary. If you think your situation is not ...

Inflation Friend or Foe

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

... the method of calculation which is too painful to get into detail, there are other explanations for this situation. This has been a bad year for agriculture around the world. You might have heard of some ...

Keeping your Medigap plan affordable

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

... Social Security and a $1,700 withdrawal from their $500,000 retirement nest egg. Fred is 85; Lois is 78. Each owned a Plan F standard Medicare supplement (Medigap) policy issued by the Blue Cross Blue ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... are severe and sudden in onset. A broken bone is an acute condition (although it may be caused by a chronic condition such as osteoporosis). Financial planning for clients and their families impacted ...

Retirement health care costs are skyrocketing...

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

Many of our boomer clients have found themselves responsible for their parents financial and health care planning. We are expert at assisting clients with both. For seniors, health care costs are consuming ...

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

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 ...

qualified plans header

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

Qualified Plans At Core we focus on entrepreneurial businesses and professional associations like law firms and doctor groups. We deliver our services in an efficient fashion that is designed ...

Important Disclaimer

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

... investment consulting and financial planning services are offered by Core Capital Solutions LLC, a registered investment advisory firm. The presence of this Web site on the Internet shall in no direct ...

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 paraphrase W.B. Yeats (and a recent movie title) retirement is no place for old men. Nowadays, proper retirement planning is a vigorous, ongoing process. It begins before you retire and continues during ...

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 ...

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. ...