2023 Tax Reference Sheet
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to you, the consumer!!! Subscribe at the bottom of this page and enjoy.
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....
The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to...
My January 2023 Broker World Column
This article is intended for financial professionals that have the wise business practice in helping consumers plan...
Below is a listing of the upcoming webinars we will be conducting over the next month or so. For additional details or...
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
This is a video that came over from The Retirement Academy and was intended for consumers. This is another common...
This is a video that came over from The Retirement Academy that is intended for consumers. This is a common objection...
Notice: Rates and Caps are effective as of 1/9/23 and can change by the time you view this. Inquire with CGFG before...
AIG is the largest fixed annuity carrier in the industry for good reason!!! They (and Athene) are the two companies...
This newsflash is to inform you that the replay from a couple of weeks ago is posted and you can view it here.
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