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    Does a Soon-To-Be Retiree Need a Financial Planner?

    By Jackie Goldstick, CFP®February 13, 2017

    You are about to retire – things are going to change. Do you need a financial planner to have a successful retirement?

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    Like Doctor, Like Advisor: Understanding Your Financial Advisor’s Compensation

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®February 1, 2017

    As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests,…

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    How Risky Should Your Portfolio Be?

    By Jackie Goldstick, CFP®January 26, 2017

    Would you rather have a guaranteed $10,000 today, or the opportunity to earn anywhere from $5000 to $20,000 over the next twelve months? Are you…

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    2016 in Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 19, 2017

    It’s hard to think all the way back to January 2016, but the year began with a bit of a shock when US stocks had…

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    Post-Election Reflections

    By Jackie Goldstick, CFP®November 16, 2016

    Now that the election is behind us, it is safe to say that Trump’s victory was unexpected. Just like the Brexit vote back in June,…

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    What is an Investment Policy Statement and Why You Should Have One

    By Jackie Goldstick, CFP®November 15, 2016

    An Investment Policy Statement (IPS) is a document designed to establish a clear understanding between an Investor and an Advisor as to the goals and…

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    It’s Never Too Early to Teach Good Money Habits to Our Kids

    By Jackie Goldstick, CFP®September 22, 2016

    Evidence suggests that one’s ability and willingness to save is the greatest predictor of long-term wealth and ultimate financial independence. Therefore, it is never too…

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    Taxation of Inherited Annuities

    By Jackie Goldstick, CFP®September 22, 2016

    Annuities are complicated products that often cause much confusion for annuity owners, let alone their beneficiaries. There can be significant tax consequences associated with the…

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      RECENT POSTS
      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
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      CORE WEALTH MANAGEMENT, INC.

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