Retiree and Pre-Retiree Articles and Videos
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.
Note: To access the financial professional articles, whitepapers, webinar replays, and videos, you must be a CG Financial Group agent and register for the agent portal HERE.
Additional Posts
Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning
Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an individual receives while on Social Security....
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to participate in the "Cost Of Living...
Probate: What is it and How to Avoid it When a Loved One Dies
Over the years, I witnessed a few families that experienced a loved one’s death and had to go through the “probate” process. A couple of decades ago I...
Estate Planning Ideas and Reasons to “Gift” Now
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been announced by the IRS along with some...
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that are at the bottom of each page.
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