Core Financial Partners

Ready to retire? Prepare with these key questions for those ready to take the big step.

Retirement Is a Beginning Key questions to answer when you are considering retirement.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Taxable vs. Tax-Deferred Savings Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How Much Do I Need To Retire? How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Do you know the difference between a global mutual fund and an international mutual fund?

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget.

An ILIT could play a role in your estate strategy.

A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.