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Total: 9 results found.

Pre-retirees and Retirees

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

... to delay retirement. The good news: The couple came to Downing Street five years from their expected retirement date—leaving plenty of time to properly prepare. The plan: Downing Street's Bob Morrison ...

Smart Yearend Tax Moves

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

... approach can translate into a significantly lighter tax bill. The end of the year is a key time to take the initiative in trimming your tax liabilities. After Dec. 31, the moves you can make to alleviate ...

Staying the Course in Difficult Times

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

... firm Dalbar, Inc., the average mutual fund investor achieved an average annual return of 3.8% over the 20-year period ending December 31, 2010. But the S&P 500, a broad gauge of the overall stock market, ...

When to Take Social Security?

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

... ago. And the government continues to turn the screws" Full retirement age is scheduled to increase by two months a year starting in 2017 until it reaches 67 in 2022. And with the Social Security system ...

What fee do you charge?

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

Our fees for a continuing advisory relationship are 1% of the your asset total per year. Our fee for hourly advice is $285 per hour.  ...

How often do you meet with each client?

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

We formally meet three times per year with each client, whether on the phone or in person. Downing Street principal Bob Morrison regularly travels to meet with clients, including those who live outside ...

Tax Planning

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

Taxes are likely the largest expense that you pay each year, yet the typical financial planner offers relatively little advice on this critical subject. The Downing Street Edge We are not the typical ...

Asset Management

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

... increases investment returns by an average of .50% per year. In a $500,000 portfolio, this simple process can add $80,000 over 30 years. Especially in these volatile times, we believe successful investing ...

Meet The Team

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

... ten straight years. Rena, an avid golfer, has recently gotten Bob hooked on that sport; the whole family now loves playing rounds together.    ...

Why Choose Us

Not all financial planning firms are created equal.

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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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