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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Even if you’re young and single, you should still consider protecting yourself.
What kind of auto insurance should you have? Do you know?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
For women, retirement strategy is a long race. It’s helpful to know the route.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.