Core Financial Partners

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

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
08/19/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Are you planning to work after taking Social Security benefits? Know the rules.
08/17/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

When it comes to investing, you may be your own worst enemy.
08/15/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/12/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

U.S. Service Members should consider taking advantage of programs that are available.
08/10/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

When was the last time you paid yourself first?
08/08/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
08/05/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

How much do you know about stocks?
08/03/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
08/01/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

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449 Thames Street Suite 301-C
Newport, RI
02840

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