www.core-financial.net, core, financial, corefinancial

Helping you design and preserve your way of life.

Welcome to our Web site, where you will find a wealth of information in the form of newsletters, informational articles, calculators, and research reports. By establishing goals and working together, we can help you protect, grow, and preserve the lifestyle that you want for you and your family. Click around and you will find a wide variety of useful tools. CORE Financial created this website to help you grow your understanding of important financial concepts, as we plan your journey together.


 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

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