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March 25, 2013

Many baby boomers find themselves in a rather uncomfortable financial position. Just when they were planning to arrive at retirement—their finish line—many have stepped in to help a struggling parent, adult child, or both. While these situations are never ideal, sm...

March 4, 2013

While Congress managed to avert fiscal disaster with a last-minute deal in December, many of the same budget cuts loom on the horizon for March 1. The difference is, this time around, Congress doesn’t seem too worried about the impact.
 

For years, our federal gover...

February 11, 2013

It’s that time of year again: Bookstore shelves are lined with books making future financial forecasts, and magazine and online articles are everywhere with detailed breakdowns of where we are headed and why. Yet, when it comes to finances, even the smartest people...

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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