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.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
This calculator helps estimate your federal estate tax liability.
Your credit score may influence how much you pay for auto and home insurance.
Why are they made again and again? Making sense of these errors in judgement.
When you’re married and have children, insurance needs will be different.
Investors who put off important investment decisions may face potential consequence to their future financial security.
To choose a plan, it’s important to ask yourself four key questions.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial professional about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
