Social Security (Consumer) Archives - CG Financial Group, LLC

My Horrible Experience with a “Personal Banker”

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2024 | Annuities (Consumer), Consumer Content, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments

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...

Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Annuities (Consumer), Consumer Content, Consumer Events, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments

Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU

Social Security Analysis: Layering Versus Bucketing

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments

Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...

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 | 0 Comments

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...

The Top Social Security Mistake That Consumers Make

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 23, 2023 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments

I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...

Video: One of the Most Common Social Security Mistakes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 12, 2023 | Consumer Content, Retirement (Consumer), Social Security, Social Security (Consumer) | 0 Comments

https://youtu.be/WHLGjjgqffE

Social Security Spousal Survivor Benefits

by Powered By AI | Apr 25, 2023 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments

Social Security is a program that provides financial assistance to eligible individuals, including retirees, disabled...

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes | 0 Comments

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...

Video: Where Many Advisors Fall Short

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Retirement (Consumer), Social Security (Consumer) | 0 Comments

Below is a video where Charlie discusses the three areas where consumers agree that financial professionals often fall...

Whitepaper: Women and Social Security

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2021 | Financial Professional Content, Practice Management, Social Security, Social Security (Consumer), Whitepapers | 0 Comments

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Social Security (Consumer) Blogposts

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