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Total: 14 results found.

Looking on the Brighter Side

Created on Monday, 13 February 2012. Posted in main/blog

... our growth rate. Partisan politics is another major factor in the negativity. It will likely get worse as our election approaches. In the past I have said that politicians receive too much praise when ...

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

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

As an investment manager, I learned a long time ago that I do not have much control over the rate of return on an investment that is the markets role. The extent of my control over return is setting up ...

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

... struggling to live on $1,300 a month. He still had a mortgage on his home his real estate taxes were high. He had run up $7,400 in credit card debt in a desperate attempt to pay his other bills. His pride ...

Rule of Thumb

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

... rate against all the possible returns a retirement nest egg can achieve and concluded that a 4% withdrawal rate had a greater than 90% chance of lasting x number of years (for sake of argument let’s say ...

Inflation Friend or Foe

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

If you have been hoping to see higher interest rates on CDs and savings accounts you favor inflation. Interest is the cost of money and the first thing a lender wants covered is inflation followed by ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... by chronic disease raise unique issues.  At Core Capital Solutions, LLC we specialize in planning and developing investment strategies for older adults with chronic disease. Such planning typically ...

Senior Housing

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

... agreement and explain the provisions to you.   Keep in mind, that someone moving into an assisted living facility is doing so for a reason and the likelihood is that their condition will deteriorate ...

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 ...

News & Web Links

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

...  CNNfn   Web Links SavingForCollege.com EdVest AARP.org IRS.gov I Will Teach You To Be Rich AnnualCreditReport.com BankRate.com ...

Financing Health Care

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

... the costs that you may face and incorporate those numbers into your overall retirement plan.  ...

Our Investment Process

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

At Core we are not stock pickers. We use a combination of mutual funds and ETFs to construct client portfolios. In some cases we utilize individual securities and Separately Managed Accounts to achieve ...

Our Approach

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

... approach allows us to evaluate new ideas and reevaluate old assumptions. We don’t favor an “active” investment strategy over a “passive” strategy or a “value” approach over a “growth” strategy for a simple ...

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.  ...