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
Retirement & Lifestyle Planning
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
Minimizing Tax Impact, Retirement & Lifestyle Planning
A Tax Planning Guide for High-Net-Worth Retirees
Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2024
The second quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. This is not a “rising tide lifts all boats” market rally, though. The S&P 500 Index… Read More
Retirement & Lifestyle Planning Article
Market Update: First Quarter 2024
The first quarter of 2024 built on the gains that US stock markets enjoyed during 2023, with the S&P 500 Index eclipsing it’s previous all-time high. Gold shined bright again,… Read More
Retirement & Lifestyle Planning Article
It’s Time to Spring-Clean Your Financial Plan
Tips to work towards a brighter future so you can enjoy the fruits of your labor Spring is a time of renewal and rejuvenation, as the world awakens from its… Read More
Retirement & Lifestyle Planning Article
Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to planning your finances As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement… Read More
Retirement & Lifestyle Planning, Retirement Plans Article
Tips to Planning Your Purposeful Retirement
Three science-backed avenues to retirement enrichment and fulfillment Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career’s demands is… Read More
Retirement & Lifestyle Planning Article
The Dark Side of Home Improvement
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t… Read More