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.
Use this calculator to better see the potential impact of compound interest on an asset.
Probate can be a completely public process, or it can be managed to include as little information as possible.
What does your home really cost?
What's your vision of retirement?
Take the guesswork out of your IEP or SEP with this helpful article.
Retirement choices can be intimidating. Picking the right strategy.
This checklist can give you a quick snapshot of how prepared you are.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Check out this video to begin separating fact from fiction.
Savvy investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.