Core Financial Partners

Core Financial Partners "The state of being in good financial health as an actively pursued goal"

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/03/2026

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

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 ...
06/01/2026

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.

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.
05/30/2026

An ILIT could play a role in your estate strategy.

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 b...
05/27/2026

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.

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

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/25/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

There are thousands of Exchange Traded Funds available. Should you invest in them?
05/23/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
05/20/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Is there a role for both active and passive investments in your portfolio?
05/18/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/16/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

With increasing wealth comes unique financial challenges.
05/13/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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449 Thames Street Suite 301-C
Newport, RI
02840

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