CFG Planner Blog

Posted by Denise Kovach, CFP®, AIF® Mistiming a divorce. I know, if you are in the process of getting a divorce you don’t always have a choice of when things

Posted by Gary Abely, CFP®, AIF®, CPA Most of us have heard that in retirement we can withdraw approximately 4 to 5% per year from our retirement accounts without too

Posted by Judith Sanborn, CFP®, AIF® Decade by decade, our costliest financial errors vary by age.

Posted by Denish Kovach, CFP®, AIF® The short answer is “Not without paying taxes.” The IRS considers moving money from your IRA to a 529 plan as a distribution included

Posted by Aaron Bert, CFP®, AIF® The one incident that could change your entire future Whenever you read about important topics like long-term care, health care or retirement, you’re likely

Posted by Nancy Hecht, CFP®, AIF® Recently I was listening to a competitor’s radio show and the financial advisor speaking stated that your past life as an employed person, and

Posted by Judith Sanborn, CFP®, AIF® What you should know in order to benefit the most from this type of inheritance. An inherited individual retirement account or IRA, lies at

Posted by Denise Kovach, CFP®, AIF®, NSSA® Things happen throughout the year that could have a big impact on your taxes, such as changing jobs, getting married, or retiring. Now

Posted by Nancy Hecht, CFP®, AIF® We were promised that the Affordable Care Act (ACA) would provide choice, innovation, lower premiums, and no need to change your Doctor. We have

Posted by Gary Abely, CFP®, AIF®, CPA “Have you and your child had a frank conversation about college costs and responsibility for payment of tuition, fees, books, room and board?”