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.
This attention-grabbing infographic covers retirement topics you may not have considered.
Work backwards from your savings goal to find the rate of return you'd need to get there.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Help your clients with these practical steps to make the most of their six-figure income.
Tax preparation may be the perfect time to give the household budget a check-up.
Five overlooked tax deductions to help manage your tax bill.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Explore the growing influence women wield over the economy with this handy infographic.
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate how much you may earn over your working years based on your current income.
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Estimate how much life insurance coverage may be appropriate for your situation.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Do you know how to set up your financial goals for success? This knight does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are the top 5 things your team may want to hear.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.