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

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

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

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

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 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

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

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

 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