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 harness the power of compound interest for your investments.
How Medicare can address health care needs in your retirement strategy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Marriage changes everything, including your insurance needs.
A look at the new retirement contribution limits from the IRS.
The federal government requires deceased individuals to file a final income tax return.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Track your monthly income and expenses to get a clearer view of your cash flow.
Get a snapshot of your overall financial picture by calculating your total net worth.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
Watch this fun video for tips on how to search for missing money.
How will you weather the ups and downs of the business cycle?