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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here are some simple and inexpensive energy-saving tips that may help you save money.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For homeowners who think their property taxes are too high, there are ways to appeal.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Estate conservation is too important to put off. Do you have a smart exit strategy?