The CFG Blog
Categories
Understanding Required Minimum Distributions in Retirement
Making Sense of Required Minimum Distributions Required Minimum Distributions, or RMDs, are IRS-mandated withdrawals from certain retirement accounts once you reach a specific age. They exist because the government eventually
Tax-Efficient Investing Moves for Florida’s New Retirees
Turning a Sudden Retirement into a Tax-Smart Opportunity Sudden retirement can feel like the ground shifted overnight. Maybe a layoff, a buyout, a health issue, or an early retirement package
Near Retirement? Private Wealth Manager Due Diligence Checklist
Avoid Costly Mistakes When Hiring a Wealth Manager Choosing a wealth management firm as retirement gets closer can make a real difference in how long your savings last and how
Payment and Investment Scams
Scams are constantly evolving, and unfortunately, some of the most convincing ones involve either how you pay or where you invest. We want to help you stay alert to two
Delegating Portfolio Management Without Losing Control
Delegating Portfolio Management Without Losing Control Delegating portfolio management can feel like a big step. Your investments represent years of work, saving, and discipline, so it is understandable if the
Discretionary Portfolio Management: Key Benefits
Gain Confidence by Delegating Daily Investment Decisions Discretionary portfolio management means giving a trusted fiduciary advisor permission to make investment trades in your account without calling you for approval every
