CFG Planner Blog

Think Medicare Pays for Long Term Care? Better Think Again!

Posted by Denise Kovach, CFP®, AIF® There recently was a survey conducted about Long Term Care in America and 38%…

8 years ago

I am SO disgusted!

Posted by Nancy Hecht, CFP®, AIF®About a year ago, I received a call from a client – her voice was…

9 years ago

Financial Planning: It’s not all about money

Posted by Gary Abely, CPA, CFP®, AIF® Most of us know that financial plans involve saving and investing, budgeting, risk…

9 years ago

Using your Roth IRA as an emergency fund…WHAT??!!

Posted by Denise Kovach, CFP®, AIF® It is possible, because the principal is available without penalties anytime. … Using your…

9 years ago

I want it! I need it! Wait, which is it?

Posted by Nancy Hecht, CFP®, AIF® I have been talking to a lot of first time investors that are in…

9 years ago

You don’t itemize – no problem. You can still take these deductions.

Posted by Nancy Hecht, CFP®, AIF® These tax breaks are still available to you even if you don’t itemize. I…

9 years ago

They really do love Susie more than me!

Posted by Nancy Hecht, CFP®, AIF® Since 1995, that number of parents that do not split their assets equally among…

9 years ago

Problems using “Averages” in Financial Plans

Posted by Gary Abely, CFP®, AIF®, CPA If someone suggested to you that, on average, you will feel fine if…

9 years ago

Birthdays You’ll Either Love or Hate

Posted by Judi Sanborn, CFP®, AIF® When we are young there is always a birthday to look forward to, whether it's getting…

9 years ago

Navigating Social Security Claiming Changes

Posted by Denise Kovach, CFP®, AIF®, NSSA® For years, Americans have been utilizing Social Security claiming strategies to maximize their overall…

9 years ago

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