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.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
At what point can you call a personal vehicle commercial?
Learn more about women taking control of their finances with this infographic.
This article deals with how one might deal with a burdensome inheritance.
Investors who put off important investment decisions may face potential consequences to their future financial security.
How literate are you when it comes to your finances? Brush up with these five basics.
Review your legacy approach regularly, particularly following significant life events or legislative updates.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Track your monthly income and expenses to get a clearer view of your cash flow.
See how your current savings rate and contributions may grow into retirement income.
Estimate how much you may earn over your working years based on your current income.
See how much you may need to save now to cover future college costs for your child.
Estimate how much home may fit within your budget based on income and expenses.
Explore how compound interest can grow your money over time with this interactive tool.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.