If you had a choice between inheriting 40% of Jim’s estate or 100% of Richard’s estate, which one would you...
Volatility Controlled Strategies, Not Better and Not Worse
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Annuities Blogposts
Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?
Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...
LTC Annuities: A “Low-Friction” LTC Sale
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Sequence of Returns and Sequence of Inflation Risks
This article is a bit of a preface to an article I am making for you that will come out next month. That article will...
Video: My Story of Mt. Everest
https://youtu.be/QSYBOEWymFY
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...
Retirement is on sale with annuities by 43%!!
Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...
Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease
I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
Case Study: Decedent IRA, Or Not
Below is a case study video that happened this week Feel free to discuss below in the "comments".
Case Study: Lifetime Income for 51-Year-Old
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Parties to The Annuity Contract
I was putting together some material for basic annuity training and something I created was a breakdown on the...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
