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.
The true cost of raising a child may be far more than you expect.
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.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
What can be learned from the savings rate?
How to help determine life insurance needs to provide for your family after you pass away.
Are women prepared for a 20-year retirement?
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Estimate total wedding costs and see how different choices affect your overall budget.
See how long your current savings might last if a disability interrupted your income.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Estimate your potential federal capital gains tax liability on the sale of an asset.
See how increasing your 401(k) contributions today could affect your balance at retirement.
See how inflation over time could affect the purchasing power of your retirement income.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years. What will you do with your days?
What is your plan for health care during retirement?