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.

The “Docker” Union Strike and Creative Destruction

by Charlie Gipple, CFP®, CLU®, ChFC® | October 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.

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | June 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to...

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | June 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to...

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 23, 2023 | Consumer Content, Estate Planning (Consumer)

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 3, 2023 | Consumer Content, Long-Term Care, Long-Term Care (Consumer), News, Whitepapers

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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