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.
When you’re married and have children, insurance needs will be different.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
It's important to make sure your retirement strategy anticipates health-care expenses.
Do your insurance needs stay the same when the nest empties?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
There are benefits and limitations when you decide to donate stock.
There’s a link between debt and stress.
A change in your mindset during retirement may drive changes to your portfolio.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Track your monthly income and expenses to get a clearer view of your cash flow.
Compare the long-term financial outcomes of renting versus buying a home.
See how inflation over time could affect the purchasing power of your retirement income.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
With alternative investments, it’s critical to sort through the complexity.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
It’s never a bad time to speak with your financial professional about changes in your situation.
Here’s a quick guide to checking to see if you have unclaimed money.