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Total: 17 results found.

Looking on the Brighter Side

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

... the solutions to these issues. Fortunately we have time. The bond markets do not question our survivability like they do with Greece. If you recall last summer when S&P cut the credit rating on ...

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. ...

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

... 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

... in earnings). Do you withdraw $4,000 in year 2 or can you withdraw $4,120 ($103,000 times 4%). What if inflation was 5% for the year? The amount withdrawn $4,120 will not have kept up with inflation. What ...

Inflation Friend or Foe

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

... an amount that is the lenders profit. The level of profit varies a little over time and is currently at depressed levels. The inflation component of interest rates varies a lot; remember 18% money market ...

Keeping your Medigap plan affordable

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

... should either of them have a serious illness and need to spend time in a hospital or skilled nursing facility. He asked our opinion and for any alternatives we might offer. We agreed with the son that ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... develops over time. It may be managed but is unlikely to be cured. Parkinson’s disease is a chronic condition. Other examples include multiple sclerosis and Alzheimer’s disease. By contrast, acute conditions ...

Senior Housing

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

... But the monthly cost is often based on the care level needed by the resident at time of admission. Before signing a contract, check if the facility increases the monthly fee based on the level of care ...

Because they believe their time is better spent enjoying life...

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

Many of our clients would like to manage their own financial affairs but find that something always gets in the way...life. They work with us so they can get on with so many other things they want to do. ...

qualified plans header

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

... to minimize the amount of time you have to commit. Read more...  ...

News & Web Links

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

News Services The Wall Street Journal Investor's Business Daily Barron's Online Bloomberg Forbes.com Fortune.com BizTimes.com MSN MoneyCentral ...

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 ...

Senior Housing Option Advice

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

The world of senior housing is expanding and changing rapidly. Not only the type of housing available but the financial terms. At the same time, technology will help you stay at home longer. We understand ...

Welcome to Core Capital Solutions

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

Our clients work with us for many reasons... Now you know a little about us, tell us about yourself and what we can do to help.   The only reason for time is so that everything doesn't ...

Qualified Plan Consulting

Created on . Posted in Category

... time you have to commit. We have a depth of experience in the Qualified Plan market. Our principal who oversees this area has been serving qualified and non-qualified plans since 1992. He is also an ...