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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.

Roth IRAs: The Basics and Not-So-Basics

With the  tax increases that will almost inevitably happen, the entire world is talking about...

Medicaid In Plain English

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was...

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