At CFG Wealth Management, LLC, and CFG Insurance Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We’ll also help to answer your questions, including:
- Can I retire early?
- Do I have an income plan that will allow my assets to live as long as I do?
- Will healthcare potentially cripple my retirement plans?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The true cost of raising a child may be far more than you expect.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How does your ideal retirement differ from reality, and what can we do to better align the two?
If you died, what would happen to your email archives, social profiles and online accounts?