Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other… Read More
Periodically Evaluating Retirement Plan Providers
Retirement Plan Committees must perform a structured evaluation process Employer retirement plan committees hold a significant responsibility in managing and overseeing retirement plans. One of the critical aspects of… Read More
The Risks of Being Rich: Insurance Coverage Considerations for High-Net-Worth Families
Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. High-net-worth (HNW) families typically have a more complex risk profile than the average household,… Read More
Life Insurance Considerations for Every Stage of Life
As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages: Early Adulthood (20s and 30s) Considerations: Affordability. Life insurance… Read More
8 Tips For Money Management In a Volatile Market
Money management and investment strategy are critical areas that deserve undivided attention, particularly for HENRYs – High Earners Not Rich Yet. This demographic often earns a significant income but has… Read More
IRS Ramping Up Compliance of Partnerships
Investors can expect more rigorous oversight and higher likelihood of audits The Internal Revenue Service (IRS) has recently taken significant steps to combat abusive partnership transactions, a move aimed at… Read More
25 Years of CG Financial
As the founder and CEO of CG Financial, it is with great pride that I commemorate our 25th anniversary today. This milestone reflects an incredible journey characterized by perseverance, outstanding… Read More
Navigating the Empty Nest 10 Financial Tips for This New Chapter
Having your children move out of the house, leaving you and your spouse with an “empty nest,” is a life-altering experience. It will likely not be a quick adjustment, but… Read More
Tips for Locating Missing 401(k) Participants
Strengthen the integrity of the employer-sponsored plan Retirement planning is a journey that requires careful navigation, not just for employees but also for employers who oversee 401(k) plans. One of… Read More