CFG Planner Blog

Posted by Denise Kovach, CFP®, AIF® We are living longer due to healthcare innovations, which is the good news. However, the bad news is that at least 70% of people

Posted by Nancy Hecht, CFP®, AIF® I get more calls from my female clients vs. their male counterparts telling me that there is a family emergency and they need to

Posted by Nancy Hecht, CFP®, AIF®  I recently recalled a conversation I had with a young client about 20 years ago.  The client said to me, “If I only had

Posted by  Denise Kovach, CFP®, AIF®, NSSA® First, don’t treat retirement as the destination! It’s actually the beginning of the next part of life. It’s easy for people who are still

Posted by Denise Kovach, CFP®, AIF®  One common mistake occurs when an IRA owner fails to name a beneficiary. Unlike other property, IRA’s do not pass by will. They pass

Posted by Gary Abely , CFP®, AIF® Let me first admit I have been guilty in the past of providing clients with 5 plus page reports purporting to solve one

Posted by Nancy Hecht , CFP®, AIF® Last week I received a call from a client asking that I flag his accounts. He thinks someone is trying to scam him

Posted by Nancy Hecht , CFP®, AIF® I know many people that cannot function at all without their premium coffee first thing in the morning. There are many other little

Posted by Gary Abely, CFP®, AIF®, CPA If you read current headlines about Millennials you might draw some poor conclusions.  For example, recently I was listening to The Clark Howard

Posted by Nancy Hecht, CFP®, AIF® IRA’s have been around for a long time and are widely used for retirement savings. Here are three common snafus that a lot of