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:

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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.

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.