The events of the past two years have caused (or should have caused) people to take a look at their estate planning, or lack thereof, to examine how world events,… Read More
Protecting Your Assets Article
Insights
Protecting Your Assets 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. View the PDF Here. Copyright © 2022 by Horsesmouth,… Read More
Retirement & Lifestyle Planning Article
How to follow through on New Year’s resolutions
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a… Read More
Retirement & Lifestyle Planning Article
Market Update: Fourth Quarter 2021
The fourth quarter of 2021 was another positive time for US stock markets. This brought year-end performance well above historic averages. Developed International stocks advanced also, though to a lesser… Read More
When Does a Participant Loan Become a Deemed Distribution?
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with Internal Revenue Code (IRC… Read More
The Auditors Are Coming — Are You Ready?
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public Accountants (AICPA), both the auditors… Read More
Retirement & Lifestyle Planning Article
Financial Wellness: What does it Need to Work?
Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to conflate financial wellness with… Read More
Retirement & Lifestyle Planning Article
A Letter from CEO, Tony Mazzali
Happy Holidays, As another year draws to a close, it is time to look back and review the initiatives CG Financial Services relayed to you for 2021. As we move… Read More
Protecting Your Business from the Loss of a Key Person
Charles de Gaulle once remarked, “The graveyards are full of indispensable men.” While we know that life goes on regardless of the loss of any “indispensable” person, for a small… Read More