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Total: 7 results found.

Pre-retirees and Retirees

Created on Monday, 12 December 2011. Posted in Main Content/clients

The challenge: The couple, in their mid-50s, was excited to be nearing retirement. Yet despite having saved diligently, they were anxious about whether they really had the means to maintain the lifestyle ...

Individuals and Families Accumulating Assets

Created on Monday, 12 December 2011. Posted in Main Content/clients

The challenge: With their careers firmly on track and their two kids now in school, the couple, in their early 40s, knew it was time to get serious about planning their financial future. Thanks to two ...

Women in Transition

Created on Monday, 12 December 2011. Posted in Main Content/clients

The challenge: A couple's future had been thrown into doubt by the husband's Alzheimer's diagnosis at age 61. The wife's concerns were twofold: She needed to know that their investment portfolio was ...

Smart Yearend Tax Moves

Created on Friday, 15 July 2011. Posted in Main Content/Downing Street Blog

... involved Downing Street clients who needed to be contributing more to their retirement savings in order to meet their goals. We suggested increasing the couple's contribution by $6,000 per year. I recommended ...

Staying the Course in Difficult Times

Created on Thursday, 14 July 2011. Posted in Main Content/Downing Street Blog

... the next couple of decades as well. I believe we will see technology and products that we can't even anticipate, and that will change the way we live. The entrepreneurs and innovators driving these developments ...

When to Take Social Security?

Created on Wednesday, 13 July 2011. Posted in Main Content/Downing Street Blog

... work and earn high incomes. Other couples can maximize their benefits using other strategies. Let's say a husband is entitled to a higher retirement benefit than his wife. It may well make sense for ...

Tax Planning

Created on Thursday, 02 June 2011. Posted in Main Content/services

... financial planning firm. Part of the reason is that we place a large emphasis on taxes—coupled with a level of expertise rarely found in the industry. The Tax Advantage Unlike most financial planners, ...

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Pre-retirees, Retirees, Women in Transition

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