CORE Financial Advisors, www.cfaonline.com

Plan your future, Live your passion, Find your CORE

301 E. Vanderbilt Way, Suite 230

San Bernardino, CA 92408

Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697

Phone:

Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.