Committed to Serving Our Lamar, Colorado Community
At Core Financial, we understand that individuals, families, and small business owners face many challenges when it comes to managing their money. And, as they look towards retirement - a time when it seems life should be so much easier - they often face incredible confusion and frustration.
Our team can help take the mystery out of preparing for today and tomorrow. We are an independent firm offering comprehensive insurance and financial services. With more than 40 years of combined experience and diverse backgrounds, we are uniquely qualified to help you address both today’s and tomorrow’s concerns. Whether your goal is saving for retirement, building college savings or designing an estate strategy, our personalized service focuses on your needs, wants and financial goals.
Based in Lamar, Colorado, we largely work with clients in our local community and the greater southeast Colorado area. We look forward to working with you through the many stages of your life. We are committed to helping people and are here to stay.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A quick look at how federal income taxes work.
Read this overview to learn how financial advisors are compensated.
Tips on insuring your teen driver.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
When should you take your Social Security benefit?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.