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Total: 13 results found.

Home for the Holidays

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

... before and appear unsteady when walking, increasing the risk of a fall. Of course, going home for the holidays can be traumatic enough without layering on issues related to the parents’ apparent loss ...

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

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

... be rewarded with a market upturn. This follows from my belief that in the long term taking risk must be rewarded or the market for that asset will disappear. Holding onto a losing position waiting for ...

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 ...

Keeping your Medigap plan affordable

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

... are struggling with paying for their health care. At Core Capital Solutions we can assist our clients – and their parents and grandparents - understand how Medigap policies work, the risks they cover and ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

...  After reviewing the results, Howie was better able to determine what risks he ran that his nest egg would be consumed before his death. Working with us, we determined that Howie could maintain his current ...

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 ...

News & Web Links

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

... access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.  ...

Market Summary

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

... total responsibility and risk for your use of the web sites you are linking to.  ...

Investment Advice

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

When it comes to investment risks, we're scaredy cats. When it comes to investment costs, we're cheapskates. Scaredy cats – While we cannot eliminate all investment risk, our primary emphasis is to manage ...

Insurance Planning

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

... We can be especially helpful highlighting for you the unforeseen risks that can be insured against. With the proper insurance program in place, God may get a laugh, but not necessarily the last laugh. ...

Our Investment Process

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

... specialized goals. We use these securities to build asset allocated portfolios. This activity is more about managing risk than securing return. We think in terms of protecting capital first and then ...

Our Approach

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

... will make a big difference where an investor ends up. We do believe in carefully managing risk, growing portfolios so that purchasing power is maintained and paying close attention to costs and taxes. ...