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.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Understanding the value of a home warranty.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
There are benefits and limitations when you decide to donate stock.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Estimate how much of your Social Security benefit may be subject to federal income tax.
See how inflation over time could affect the purchasing power of your retirement income.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Explore how compound interest can grow your money over time with this interactive tool.
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a quick guide to checking to see if you have unclaimed money.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What is your plan for health care during retirement?
Peer-to-peer payment apps are one of the newest ways to send money.
Understanding the cycle of investing may help you avoid easy pitfalls.