CFG Planner Blog

Women in Finance : 4 Questions with Nancy Hecht CFP®, AIF®

Q: What do you love most about the financial industry? A: It’s always been important to me to find work that is interesting and it’s always a bonus to help people. With financial planning everyday is different because every client is different. I love getting to know the people I’m helping and diving into their …

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Is your Roth 401k or IRA a wolf in sheep's clothing?

Is a Roth Just a Wolf in Sheep’s Clothing?

By Joe Bert Originally appearing in Kiplinger, December 1, 2015 Forgoing a tax deduction today for a promise in the future is riskier than you might think. With all due respect to the late Sen. William Roth from Delaware, the Roth IRA, and now the Roth 401(k), are among the worst ideas foisted upon the …

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