Solutions You Can Trust
Core Investments Group is an independent financial services firm located in the Midwest. We have access to the latest technology and tools of Wall Street but believe our value comes from our service and sensibility of Main Street.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (563) 587-8212.
Explore the growing influence women wield over the economy with this handy infographic.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here are 4 great, and sometimes unexpected, places to raise a family.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
There are common mistakes you can avoid when saving for retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Savvy investors take the time to separate emotion from fact.
