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.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Learn the ins and outs of credit locks, freezes, and more.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn about the rise of Impact Investing and how it may benefit you.
This worksheet can help you estimate the costs of a four-year college program.
Looking ahead can help you conquer these unique obstacles.
Things to consider before retirement.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate how much you may earn over your working years based on your current income.
Explore how compound interest can grow your money over time with this interactive tool.
Calculate your required minimum distribution amount based on your account balance and age.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Find out how large your emergency fund should be based on your monthly expenses.
What if instead of buying that vacation home, you invested the money?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.