What is Long-Term Care?
Long-term care refers to the services and support provided to individuals who require assistance with daily activities...
Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. CG Financial Group, LLC is one of the fastest growing marketing organizations in the country for annuities, life, and long-term care because CG Financial Group is different! Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on retirement planning, life insurance, long-term care planning, tax planning, and estate planning. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and retirement planning. His writings appear monthly in various financial magazines across the country. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CFP®, CLU® and ChFC® designations.
Long-term care refers to the services and support provided to individuals who require assistance with daily activities...
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
https://youtu.be/QSYBOEWymFY
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
Below is a video where Charlie discusses the three areas where consumers agree that financial professionals often fall...
When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you...
It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...
Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security...
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