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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Practice Management 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: 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...
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...
NOT recommending something that IS suitable can get you in as much trouble as recommending something that is NOT suitable.
As I was finishing up and article (click here) on Long-Term Care and how I believe addressing the LTC problem with...
PowerPoints: Your Best Friend Or Your Worst Enemy
I have done 100-150 presentations a year for as long as I can remember. I have done thousands of presentations. But...
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...
Ned Ryerson is Just as Cool as Gordon Gekko
There is a lot that can be learned from little kids. They are unfiltered and say what is on their minds because they...
The Mind-Game Of Seminars
Conducting presentations is one big mind-game. I believe it is the mind-games that presenting plays on us that makes...
Four Traits Possessed by “The 21st Century Financial Professional”
This article is basically an excerpt from the article here. This article is not necessarily focusing on the...
Why Dr. Phil Can Sell More Insurance Than Warren Buffett
If Dr. Phil and Warren Buffett were trying to sell you a financial product, which one of those two people would you be...
Brief History of Social Security
This is not meant to be a technical analysis of Social Security. This article is merely meant to give you a few...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
