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
Insights
IRS Ramping Up Compliance of Partnerships
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
Market Update: Second Quarter 2024
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
25 Years of CG Financial
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
Navigating the Empty Nest 10 Financial Tips for This New Chapter
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
Tips for Locating Missing 401(k) Participants
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
Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances
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
Tackle Your Tax Burden with a Well-Designed Life Insurance Policy
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
Benefits of Early Tax Planning With a Financial Professional
Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result in missed opportunities for tax… Read More