Two days ago I made the video you will see at the bottom of this post that verbally lays out what Bloomberg put out...
Capital Gains Taxes of 43.4%??? Should I Sell My Stocks?
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Financial Professional Content Blogposts
Quiz: History of Annuities
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Smoked Brisket, Google, and Reading Your Clients’ Minds
A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...
Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income
Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income
Have An Opinion!
A while back I was reading the Wall Street Journal and my son says, "why do you read the news so much??". I thought...
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
Hybrid LTC Products: How Can The Carriers Afford It?
As I was speaking with an agent today and singing the virtues of "hybrid LTC products" and their ability to solve...
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
Parties to The Annuity Contract
I was putting together some material for basic annuity training and something I created was a breakdown on the...
The 2.8% Withdrawal Rate Study
In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...
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: The Consolidated Appropriations Act of 2021
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
