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
Retirement & Lifestyle Planning
Year End Review 2022
As we wrap up 2022 and look forward to 2023, we wanted to touch on a few very important points for moving forward. Oliver Gooden, CFA and Chief Investment Officer… Read More
Long-Term Care and Your Options
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for… Read More
Market Update: Third Quarter 2022
The third quarter of 2022 was another challenging time for most investors. US stocks, international stocks, and US bonds all had declining prices. The root issue is still inflation. While… Read More
How to Create Ultra-Secure Passwords That Keep Hackers Away
With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test…. Read More
4 Ideas for Managing Health Care Costs in Retirement
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers—38%… Read More
Do You Need to Sign Up for Medicare at 65?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since… Read More
A College Education Minus the Debt
Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do you realize how much it… Read More
Filing the FAFSA: Do it Soon, Do it Right
If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This… Read More