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.
Helpful Content
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.