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
The Roth IRA Conversion “Pro Rata Rule”
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule". To navigate through the pages, click the...
The “Docker” Union Strike and Creative Destruction
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.
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.
My Horrible Experience with a “Personal Banker”
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 trustee of the revocable trust for that...
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
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