Ensuring Your Legacy, Protecting Your Family
In today’s society, blended families, where at least one parent has children not genetically related to the other spouse or partner, are increasingly common. This family structure has its dynamics… Read More
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
Business Owners, Retirement Plans
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
Protecting Your Assets, Protecting Your Family
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
Protecting Your Assets, Protecting Your Family
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
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
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
Retirement & Lifestyle Planning Article
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
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
