Video Library

What Retirement Readiness Looks Like

What is a Fixed Index Annuity

Volatility in a Covid Market

Make Your Dream Retirement a Reality

Protect Your Dreams

Market Volatility

How and When to File Social Security

A Wagonload of Worries

4% Rule

Marginal Tax Rates

2017 Tax Cut and Jobs Act

401k vs Roth

Disclosure

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Core Financial Group. The Core Financial Group is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

Disclosures

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(321) 306-5249

Info@thecorefinancialgroup.com

941 W Morse Blvd Winter Park, FL 32789