Social Security Blogposts
2026 Tax Numbers and Limits
Allianz creates these every year and they are great!!!
Webinar Recording: Maximizing Your Clients’ Social Security
Description: For a large majority of Americans, Social Security is their largest source of retirement income, by far....
Case Study Video: How Social Security Taxation is Arrived At
This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...
(Video) Social Security Case Study: Noelle and Charlie’s Hypothetical Filing Scenario
If Charlie is going to die at 71 and Noelle at an old, old age, when should each of them file? It's the opposite of...
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Video: Social Security Case Study from Our Seminar
This is an 18 minute "snippet" from our Social Security Seminar to give you, the agent, an understanding of how the...
Broker World: The #1 Social Security Mistake I See
Charlie writes for Broker World monthly and shares his writings with CG Financial Group financial professionals. In...
Video: Social Security Seminar System
https://youtu.be/3mcFKDgMmDk
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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
