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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Building wealth requires protection from the forces of wealth destruction.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Couples may be able to head off many of the problems in a marriage that money can cause.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.