This is another great whitepaper by our good friend Heather Schreiber!!!
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Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. CG Financial Group, LLC is one of the fastest growing marketing organizations in the country for annuities, life, and long-term care because CG Financial Group is different! Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on retirement planning, life insurance, long-term care planning, tax planning, and estate planning. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and retirement planning. His writings appear monthly in various financial magazines across the country. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CFP®, CLU® and ChFC® designations.
by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 5, 2025 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer) | 0 Comments
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments
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by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...
by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 3, 2024 | Consumer Content, Economic (Consumer) | 0 Comments
Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.
by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2024 | Annuities (Consumer), Consumer Content, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments
A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 23, 2023 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments
I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments
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by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Annuities (Consumer), Consumer Content, Consumer Events, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments
Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU
by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 23, 2023 | Consumer Content, Estate Planning (Consumer) | 0 Comments
Over the years, I witnessed a few families that experienced a loved one’s death and had to go through the “probate”...
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 12, 2023 | Consumer Content, Retirement (Consumer), Social Security, Social Security (Consumer) | 0 Comments
https://youtu.be/WHLGjjgqffE
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