Individuals & Families
Obamacare, work expenses, school expenses, adoption expenses… It's getting complicated. We can help.Learn More
Spend time on your priorities: Your Family and Your Business. We'll help you pay less tax and lower your audit risk.Learn More
Wealth Management & Financial Planning
Life has too many questions: Can I stop working? Will I run out of money? Am I investing wisely? We'll help you find answers.Learn More
& Financial Planning
Tax Problem Resolution
If you have an IRS or State tax debt or are being audited by the IRS - We are an honest local resource.Learn More
Eliminate Financial Mistakes and Missed Opportunities
Congress changes tax laws constantly. Investments go up and down. Having a tax plan and a financial plan will help you achieve what you want out of life while preparing for these inevitable changes.
Traditionally you would need multiple advisors on your payroll to accomplish this feat:
- Financial Advisors
- Insurance Agents
...and you're left to coordinate all of these. Allow Core Financial Resources to expertly coordinate all aspects of your financial life. We want to get to know you. Tell your story once and we'll handle the rest.Request a Meeting
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Can you keep up with your children’s mobile slang?
There’s a link between debt and stress.
Do you know where the idea of “retirement” comes from?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?