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.
Get a snapshot of your overall financial picture by calculating your total net worth.
Learn about the difference between bulls and bears—markets, that is!
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Do your insurance needs stay the same when the nest empties?
Tax preparation may be the perfect time to give the household budget a check-up.
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Learn all about Medicare basics in this informative and insightful article.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Compare annuity options to see how each one could affect your long-term income outlook.
Estimate how much of your Social Security benefit may be subject to federal income tax.
See how long a lump sum of savings could last based on your withdrawal rate and return.
See how extra payments toward your student loans could shorten your payoff timeline.
See how much you may need to save now to cover future college costs for your child.
Estimate how much life insurance coverage may be appropriate for your situation.
An amusing and whimsical look at behavioral finance best practices for investors.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
This video explores what to do with retirement accounts when you move on from your job.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?