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
Having your children move out of the house, leaving you and your spouse with an “empty nest,” is a life-altering experience. It will likely not be a quick adjustment, but… Read More
Strengthen the integrity of the employer-sponsored plan Retirement planning is a journey that requires careful navigation, not just for employees but also for employers who oversee 401(k) plans. One of… Read More
There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an… Read More
For many high-net-worth (HNW) individuals, managing finances and minimizing their tax burden are top priorities. One strategy that often gets overlooked in the pursuit of reducing taxes is life insurance…. Read More
