Should You Consider Refinancing Your Mortgage?

Cash Management
Are you considering refinancing your mortgage? Perhaps you want to shorten the term of your home loan. Maybe you have an adjustable-rate mortgage now and want to refi into a fixed rate. Or maybe you want to tap into home equity or Read More

How to Make Better Longterm Financial Decisions

Learn proactive strategies to "close the gap" and effectively save for retirement in this quick 2 minute video!

Refresher on The Tax Cuts and Jobs Act

Tax Planning
As we approach the tax filing deadline, CG Financial Services would like to provide you with a refresher on The Tax Cuts and Jobs Act that was signed into law in 2017.

Evaluating an Opportunity for an Early Retirement

The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to wonder if a retirement transition might come sooner than they think. Buyouts became common last year as Read More

To Retire, or Not to Retire?

As Yahoo! Finance reports, a Harris Poll study conducted this past summer found that 25% of Gen Xers and 14% of baby boomers think they will retire later than they planned, because of the pandemic's financial impact on their lives.