By Elaine Floyd, CFP ® It might look like “sudden money,” but cash windfalls are often easy to spot—sometimes years ahead of time—if you know where and how to look. Never is financial advice more urgently needed than when you come into a large amount of cash. Complacence is no longer an option when you look …
By Elaine Floyd, CFP ® The most accurate and reliable way to determine your spending needs in retirement is to sit down and make up a budget projecting costs in the areas of housing, utilities, food, transportation, leisure activities and so on. Depending on how your life will change (or not) after retirement, you can base …
By Nicole O. Coulter Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the Berkshire Hathaway annual shareholder’s meeting in Omaha, Neb., a precocious 10-year-old investor stood bravely in front of a microphone …
6 Wealth and Success Lessons from “The Ultimate Gift” Read More »
By Elaine Floyd, CFP ® Most people tend to underestimate their life expectancy. But thinking you might live to a very old age might lead to better planning decisions. Life expectancy is a critical element in Social Security planning. Because benefits continue for life, the total amount you stand to receive over your lifetime hinges on …
Hagen Pruemm and Cynthia Pruemm are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. SIS Financial Group and CoreCap Advisors are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of SIS Financial Group. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
