CFG Planner Blog

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

Posted by Nancy Hecht, CFP®, AIF® I have been talking to a lot of first time investors that are in their 20’s, which makes me happy. They were in high

Posted by Nancy Hecht, CFP®, AIF® These tax breaks are still available to you even if you don’t itemize. I believe you should use every legal means possible to lower

Posted by Nancy Hecht, CFP®, AIF® Since 1995, that number of parents that do not split their assets equally among their children has doubled. Is this proof that they really

Posted by Gary Abely, CFP®, AIF®, CPA If someone suggested to you that, on average, you will feel fine if you place one hand on a fire and another on

Posted by Judi Sanborn, CFP®, AIF® When we are young there is always a birthday to look forward to, whether it’s getting a drivers license at 16 or being able to buy

Posted by Denise Kovach, CFP®, AIF®, NSSA® For years, Americans have been utilizing Social Security claiming strategies to maximize their overall benefits. Until recently, couples wanting to use these strategies could

Posted by Roger Johnson, CFP®, AIF® Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies

Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health. We have three grandchildren age 5 and under. We want

Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you in figuring out certain financial planning questions: Rule of 72