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
What is So Great About An Annuity???
In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard their financial future. One such option...
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Social Security Spousal Survivor Benefits
Social Security is a program that provides financial assistance to eligible individuals, including retirees, disabled individuals, and survivors of deceased...
What is Long-Term Care?
Long-term care refers to the services and support provided to individuals who require assistance with daily activities due to a chronic illness, disability,...
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters. Here is one of his monthly...
Financial Professionals. Subscribe for news and updates.
Consumers. Subscribe for news and updates.
Contact Us, Connect on Social Media, or Drop us a Line
Follow us on Social Media!!!
Drop us a line below!!
