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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For homeowners who think their property taxes are too high, there are ways to appeal.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
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.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.