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Total: 16 results found.

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 ...

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 ...

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 ...

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

... estate from taxes (both Federal and state taxes). We can keep the planning as simple, or as complex, as your situation warrants.  ...

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. ...

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. ...

Income and Distribution Planning

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

... do? Our sophisticated planning techniques can help you create a plan that allows you the best opportunity to meet your financial goals.  ...

History

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

... with David – a tribute to his ability as an investment advisor and the personal services he provides to his clients. Jim Sullivan joined the firm providing broader financial planning expertise and health ...

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.  ...