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.
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What do concerns or uncertainty about AI mean for your future and your financial strategy?
These food myths will really put a drain on your wallet.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much of your Social Security benefit may be subject to federal income tax.
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
See how long a lump sum of savings could last based on your withdrawal rate and return.
Compare annuity options to see how each one could affect your long-term income outlook.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate the potential monthly income your IRA balance could generate in retirement.
Check out this video to begin separating fact from fiction.
Learn about the difference between bulls and bears—markets, that is!
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A bucket plan can help you be better prepared for a comfortable retirement.