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
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
This worksheet can help you estimate the costs of a four-year college program.
Here's a breakdown of how the federal government spends your tax money.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding how a stock works is key to understanding your investments.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: right now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A quick history of the Federal Reserve and overview of what it does.
The decision whether to buy or rent a home may have long-term implications.