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:

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.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

Cost of Retirement

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estate Taxes

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