CFG Planner Blog

Posted by Denise Kovach, CFP®, AIF®, NSSA® Things happen throughout the year that could have a big impact on your taxes, such as changing jobs, getting married, or retiring. Now […]

Posted by Nancy Hecht, CFP®, AIF® We were promised that the Affordable Care Act (ACA) would provide choice, innovation, lower premiums, and no need to change your Doctor. We have

Posted by Gary Abely, CFP®, AIF®, CPA “Have you and your child had a frank conversation about college costs and responsibility for payment of tuition, fees, books, room and board?”

Posted by Nancy Hecht, CFP®, AIF® I am not a fan of leaving money with a company that you no longer work for.  You might be surprised as to how

Posted by Nancy Hecht, CFP®, AIF® A generation or so back, many people retired with a pension, social security, and personal retirement savings. This is no longer the case. Hardly anyone

Posted by Denise Kovach, CFP®, AIF® Retirement planning is complex. There are so many moving parts that it can be a challenge to know if you’ve done enough. You run retirement

Posted by Gary Abely, CPA, CFP®, AIF® Exchange Traded Funds (ETFs) have become popular for their low cost and tax efficiency, but are they liquid and appropriate for your portfolio?

Posted by Gary Abely, CPA, CFP®, AIF® Even if you don’t need credit, your FICO score is still important to monitor.  A FICO score is used not only by creditors

Posted by Nancy Hecht, CFP®, AIF® It is that time of year again, hurricane season. Each year, we prepare by stock piling water and canned goods, flashlights and batteries. What

Posted by Judith Sanborn, CFP®, AIF® The first boomers turn 70 1/2 in July. Don’t give the IRS too much reason to celebrate.  When you hit this age, it is