Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices? Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment. As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy. Knowing your likely life expectancy is an important factor in making long-term financial plans.
Services
CORE Financial Advisors offers a wide array of counsel and service for the retired and pre-retirement client. We offer the full array of financial products including stocks, mutual funds, variable annuities, Registered Investment Advisory services, government and agency bonds, municipal securities and CDs.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include? Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren's financial aid.
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