Read the full article here: Understanding Your Estate
Insights
Retirement & Lifestyle Planning Article
Lifestyle Bucket Strategy
Read the full article here: Lifestyle Bucket Strategy
Protecting Your Family Article
How to Start the Family Caregiving Discussion
Read the full article here: How to Start the Family Caregiving Discussion
Retirement & Lifestyle Planning Article
Unlock Your Financial Potential
Read the full article here: Unlock Your Financial Potential
Common Tax Errors to Avoid
Read the full article here: Common Tax Errors to Avoid
Retirement & Lifestyle Planning Article
8 Timeless Principles of Investing
Read the full article here: 8 Timeless Principles of Investing
Retirement & Lifestyle Planning Article
The Value WE Bring to Our Clients
What do you get when you partner with a financial advisor? At CG Financial Services, the value we provide to our clients can be summed up in one word: confidence…. Read More
Retirement & Lifestyle Planning Article
Market Update: Third Quarter 2024
The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as… Read More
Year-End Tax Planning for High-Net-Worth Individuals
As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic… Read More