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Total: 12 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

... an in-depth financial plan for the couple. He advised them about the best way to invest their 401(k) assets. He provided valuable perspective on balancing retirement saving and college saving. He identified ...

Client Forms

Created on Saturday, 16 July 2011. Posted in Main Content/resources

New Account Forms New Account Application — Individual/Joint New Account Application — Retirement/Qualified New Account ...

Objective 2

Created on Saturday, 16 July 2011. Posted in Main Content/Wealth Accumulation Life Cycle

... - Saving Today for a Better Tomorrow School fee planning - Give your Children a Headstart in Life Retirement Planning - Secure the Future you Deserve Purchasing property - International ...

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 ...

When to Take Social Security?

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

... when and how to start tapping your benefits. Doing so can help you wind up with thousands of dollars more over your lifetime. The "full retirement age" is 66 today, which is up from 65 about a decade ...

How will I access cash from my account to use as retirement income?

Created on Friday, 03 June 2011. Posted in Main Content/faq

Typically, clients receive monthly checks from our custodial firm, First Clearing, LLC.

The market hurt my nest egg. Will I have to delay retirement?

Created on Friday, 03 June 2011. Posted in Main Content/faq

... retirement significantly needs to be contemplated.  ...

What does the term "comprehensive financial planning" mean?

Created on Friday, 03 June 2011. Posted in Main Content/faq

... process, we work with you to understand and define your financial goals—including college savings, retirement and passing wealth to your loved ones. Armed with a broad, long-term perspective, we can ...

Tax Planning

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

... Downing Street founder Bob Morrison is also a Certified Public Accountant. That expertise allows him to provide tax guidance that can significantly impact your Retirement Planning and Investment Management ...

Retirement Planning

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

Retirement: For most of us, it's the biggest single financial goal—and the one that requires the most funding by far. The Retirement Challenge Yet with corporate pensions disappearing and Social Security ...

Turning Goals Into Realities

Created on Monday, 29 November 2010. Posted in Main Content/main

... & Pension Planning Legacy and Charitable Giving Tax Planning for Retirement Optimal Accounts to Plan Assets (ie IRA, Roth, or Brokerage) Our job is never to simply sell you products. And ...

Why Choose Us

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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