With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...
Retirement (Consumer) Blogposts
Medicaid In Plain English
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
Video: My Story of Mt. Everest
https://youtu.be/QSYBOEWymFY
5 Tax Considerations Before January 1
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
Video: Where Many Advisors Fall Short
Below is a video where Charlie discusses the three areas where consumers agree that financial professionals often fall...
Your Top 6 Questions About Social Security Benefits – Answered
When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you...
Guaranteed Streams of Income Make You Happier
It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...
Everything is So Expensive!!! Good News and Bad News
Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security...
Video: The Risk/Reward Spectrum
The below video is from "The Retirement Academy" which is an educational platform that CG Financial Group also owns....