A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
Broker World Blogposts
Which Long-Term Care Option is “The Best”
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
The FYI On LTC, AOBs, COBs And EOBs
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Converting A GLWB Annuity To A Roth: What Value Is Taxed?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
ChatGPT and I Discuss Estate Planning and Living Benefits: What Grade Would I Give AI?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps
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 retirement matters....
Charlie’s Broker World Article: Annuities Versus the 4% Rule
Broker World Article: “If I Don’t Sell That Product, It’s a Bad Product”
My January 2023 Broker World Column
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com