CFG Planner Blog

Posted by Nancy Hecht, CFP®, AIF® I am not a fan of leaving money with a company that you no longer work for.  You might be surprised as to how

Posted by Nancy Hecht, CFP®, AIF® A generation or so back, many people retired with a pension, social security, and personal retirement savings. This is no longer the case. Hardly anyone

Posted by Denise Kovach, CFP®, AIF® Retirement planning is complex. There are so many moving parts that it can be a challenge to know if you’ve done enough. You run retirement

Posted by Gary Abely, CPA, CFP®, AIF® Exchange Traded Funds (ETFs) have become popular for their low cost and tax efficiency, but are they liquid and appropriate for your portfolio?

Posted by Gary Abely, CPA, CFP®, AIF® Even if you don’t need credit, your FICO score is still important to monitor.  A FICO score is used not only by creditors

Posted by Nancy Hecht, CFP®, AIF® It is that time of year again, hurricane season. Each year, we prepare by stock piling water and canned goods, flashlights and batteries. What

Posted by Judith Sanborn, CFP®, AIF® The first boomers turn 70 1/2 in July. Don’t give the IRS too much reason to celebrate.  When you hit this age, it is

Posted by Denise Kovach, CFP®, AIF® There recently was a survey conducted about Long Term Care in America and 38% of the people surveyed said they plan on using Medicare

Posted by Nancy Hecht, CFP®, AIF® About a year ago, I received a call from a client – her voice was shaking – she told me that their family had

Posted by Gary Abely, CPA, CFP®, AIF® Most of us know that financial plans involve saving and investing, budgeting, risk management, debt management, tax planning, retirement planning and estate planning.