CFG Planner Blog

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

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

Welcome a New Season in Your Retirement Strategy Spring often feels like a fresh start. The days are longer, routines begin to shift, and many people feel ready to clear

See Your Wealth Through a Fiduciary Lens Two investors can begin with similar portfolios, similar savings habits, and very similar retirement goals, yet end up in very different places. One

Why Rebalancing Mistakes Hit Retirees Hard A portfolio rebalancing strategy matters at every stage of life, but it matters a lot more once you stop working. When you are retired,

Estate planning and wealth management are not only for the ultra-wealthy. At their best, they help make sure the money, property, and values you worked hard to build can support

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

By Joe Bert I was recently asked, the following question: “I need to rely on my nest egg for the rest of my life. I feel comfortable using a large