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.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's important to understand the pros and cons when considering a prepaid debit card.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This worksheet can help you estimate the costs of a four-year college program.
It's important to understand how inflation is reported and how it can affect investments.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Compare the long-term financial outcomes of renting versus buying a home.
Estimate how much life insurance coverage may be appropriate for your situation.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate your potential federal capital gains tax liability on the sale of an asset.
See how the purchasing power of a dollar has changed over time due to inflation.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
Bucket lists don’t have to be for tomorrow.
This video explores what to do with retirement accounts when you move on from your job.