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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.

Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

If you have been watching the news lately, you have noticed that there has been turmoil in the...

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...

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