When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things… Read More
Custom Cash Management
Is your cash working for you (or your bank)? You worked hard to build up your savings but is it really working for you? The national average yield for bank… Read More
Retirement & Lifestyle Planning Article
The Stability of the Financial System
Late Wednesday, Silicon Valley Bank announced Treasury sales and had begun the process of raising capital. The stock cratered on Thursday, customers began to pull funds, and Friday morning regulators… Read More
Employee Health and Welfare Article
Planning Financial Futures
Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning… Read More
Retirement & Lifestyle Planning Article
5 Tax Gotchas in Retirement
If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential… Read More
Employee Health and Welfare Article
The Importance of Naming a Beneficiary
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your… Read More
Four Plan Design Features to Help You Attract and Retain Talent
According to Morgan Stanley at Work’s September Plan Sponsor Research Results, plan design is a fast-rising differentiator that’s driving employee enrollment and supporting talent strategy in many companies. 401(k) plans… Read More
Retirement & Lifestyle Planning Article
Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Financial organization is a cornerstone of a healthy financial life…. Read More
Retirement & Lifestyle Planning Article
2023 Kick-Off: A Letter from Our CEO
I hope the new year is starting out on the right foot for you, because it certainly is for everyone here at CG Financial. We’re very excited about the direction… Read More