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…

4 years ago

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…

5 years ago

Frequently Asked Question: How is My Money Secured and Safe With a Small Firm?

By Joe Bert I was recently asked, the following question: "I need to rely on my nest egg for the…

5 years ago

Top Items to Leave Out of Your Wallet

By: Denise Kovach  Have you ever gone to get your wallet and it wasn't where you left it? You start…

5 years ago

5 Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can…

6 years ago

Social Security Benefits in Marriage and Divorce

In Social Security, the spousal benefit is a key component that must be considered. At retirement, this payment goes not…

6 years ago

Nursing Home Safety

When making the choice to place a loved one in a nursing home, one must be thorough in their research…

6 years ago

5 Tips for Financial Success in 2018

Are you ready to start your financial journey? Certified Financial Group has you covered! Read these tips from 5 of…

7 years ago

4 Tips for National Social Security Month

Did you know that April is National Social Security Month? This entire fourth month focuses on encouraging the public to…

7 years ago

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