In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...
The 2.8% Withdrawal Rate Study
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Annuities Blogposts
The Bengen 4% Study
There is a lot of talk about the 4% rule. Some folks still view it as the gospel and others might view it as being...
Whitepaper: Taxes and Annuities. How Annuities are Taxed
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...
The Bengen 4% Rule Includes Inflation Adjustments, Annuities Don’t
For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...
Retirement Doesn’t Have To Be “The Final Countdown”
We have all been there. I just paid $12 for the “double deluxe clear coat automatic laser” car wash. Once finished...
Annuities And GLWBs: How To Clear A Room At A Christmas Party
My wife, kids and I went to a Christmas party at a friend’s house a couple years ago with about eight other families...
The First Indexed Product
1995: Necessity is the Mother of Invention The annuity business (not life insurance) is where indexed products were...
The Problem With Bonds
Conventional Thinking and the 50/50 Portfolio For the longest time it was conventional thinking that a “balanced”...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
