According to Morgan Stanley at Work’s September Plan Sponsor Research Results, plan design is a fast-rising differentiator that’s driving employee enrollment and supporting talent strategy in many companies. 401(k) plans… Read More
Insights
Protecting Your Family Article
How to Decide When You Need a Financial Advisor
Determining when to hire a financial advisor doesn’t have to be a stressful decision. Anyone can benefit from speaking with a financial advisor, and many of our clients say they… Read More
Retirement & Lifestyle Planning 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. Financial organization is a cornerstone of a healthy financial life…. Read More
Retirement & Lifestyle Planning Article
2023 Kick-Off: A Letter from Our CEO
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
Employee Health and Welfare Article
Retirement Investing
Market Volatility & Uncertainty Market volatility is an inevitable part of investing. These bouts of uncertainty can be unnerving, but they are not uncommon in long-term investing. Retirement investors should… Read More
Retirement & Lifestyle Planning Article
Year End Review 2022
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
Use Estate Planning To Protect Your Finances This Year
With the turning of the calendar and the start of a new year, resolutions are in the air. As you go about welcoming new possibilities, January marks the perfect time… Read More
4 Strategies for Growing and Protecting Business Owner Wealth
For business owners, the last few years have introduced one challenge after another. After working through the COVID-19 pandemic and inching toward recovery and some sense of normalcy, they were… Read More
2023 Key Financial Data
We’re helping you get prepared for 2023 by providing you with financial data on the Tax Rate Schedule, Tax Deadlines, Exemption Amounts & more! View your PDF Here: Key Financial… Read More