CFG Planner Blog

What are you willing to give up?

Posted by Nancy Hecht , CFP®, AIF® I know many people that cannot function at all without their premium coffee…

8 years ago

Challenges facing “Millennials” today and costly mistakes to avoid

Posted by Gary Abely, CFP®, AIF®, CPA If you read current headlines about Millennials you might draw some poor conclusions. …

8 years ago

Common IRA Snafus you don’t want to make

Posted by Nancy Hecht, CFP®, AIF® IRA’s have been around for a long time and are widely used for retirement…

8 years ago

Do this to maximize your Social Security Benefits

Posted by Denise Kovach, CFP®, AIF® Now (tax season) is a good time to double check your earnings history on…

8 years ago

Wacky but real – can you take these deductions also?

Posted by Nancy Hecht, CFP®, AIF® We always hear of wacky things that people try to deduct from their taxable…

8 years ago

We are better than you! At least when it comes to investing.

Posted by Nancy Hecht, CFP®, AIF® According to Fidelity Investments, female investors have outperformed male investors in the past decade.…

8 years ago

These red flags can cost you some green

Posted by Nancy Hecht, CFP®, AIF® Who doesn’t love tax time!  So many colorful thoughts and words come to mind. …

8 years ago

Tax time, Again!

Posted by Gary Abely, CFP®, AIF®, CPA I know, it seems like yesterday we were gathering our documents for our…

8 years ago

When life is too much to handle…

Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours…

8 years ago

Is a Reverse Mortgage Right For You?

Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is…

8 years ago

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