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.
Around the country, attitudes about retirement are shifting.
How Income Taxes Work
A quick look at how federal income taxes work.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here’s a guide to explain all the parts of Medicare.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: Right Now.
What if instead of buying that vacation home, you invested the money?