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Total: 14 results found.

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

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

... investment losses that may rebound, these are permanent losses to your retirement nest egg. During a market downturn these withdrawals compound the problem – making a withdrawal during a moderate or ...

Have you had “the talk” with your parents?

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

... Jean nagged her 73 year old widower father about his poor eating habits. She attributed much of it to his slipping memory ("I forgot to eat"). In reality, Ray's retirement nest egg was gone and he was ...

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 ...

Retirement health care costs are skyrocketing...

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

... more and more of the income. We help our clients (and their parents plan) for what may be their largest expense in retirement.  ...

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 ...

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 ...

Education Planning

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

... ways to save? Do college savings need an investment plan that is different than the one for retirement savings?  ...

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.  ...

Social Security Analysis

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

Making the right election can add thousands of dollars to your income during your retirement years. It can also mean greater protection for the surviving spouse. And here we are talking more than a simple ...

Income and Distribution Planning

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

The focus your whole working life has been saving. Your reach retirement and what do you do? How do you build a distribution plan that will improve your chances that your nest egg won't expire before you ...

History

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

... Inc. managed individual accounts as well as retirement plans. In 2000 David Fluett formed a joint venture with a large west coast investment advisor. All of the individual clients and a few of the retirement ...