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OUR PUBLISHED ARTICLES

At CFG Wealth Management, we contribute our financial and professional insights to well-known publications on topics that matter to you.

Click below to read some of our featured articles.

How to Position Baby Boomers for Rocky Market Cycles

How to Position Baby Boomers for Rocky Market Cycles

Shortly after the New Year’s celebrations ended, the stock market tumbled more than 1,000 points, making 2016 the worst five-day start to a year on record, according to Dow Jones. For baby boomers nearing or in retirement, volatility in their retirement accounts causes great concern for them as they ponder the future of their financial security.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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The

The Basic Dynamics of Retirement Planning

Chance is a big proponent of testing a retirement plan to make sure it’s sound. To do it right, though, means being thorough, he says. Often, testing is based on just projected income, but that doesn’t go far enough because it doesn’t take into …

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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How baby boomers can optimize their Social Security income

How baby boomers can optimize their Social Security income

When some boomers are asked about their own mortality or life expectancy, many will underestimate and assume they will not live past 80. The reality is that if you are a male, your life expectancy could be 83 to 85 years old.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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The Boomer Essentials: Understanding the basics of Medicare

The Boomer Essentials: Understanding the basics of Medicare

There are many components to consider when thinking about health concerns. The most manageable way to process the confusion is to break it down in small bite: How do you eat an elephant? One bite at a time!

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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Study: Georgia tax-friendly, not health-friendly for retirees

Study: Georgia Tax-friendly, Not Health-friendly For Retirees

According to a recent study, Georgia is a so-so place to retire. In WalletHub’s annual survey of the Best and Worst states to retire, Georgia ranked number 20 overall, placing the state somewhere in the middle of the pack.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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Are Your Clients' Retirement Resources Working Together?

Are Your Clients’ Retirement Resources Working Together?

It is human nature to make decisions one at a time, says retirement income plan architect and CFP™ Travis Chance. Unfortunately, what seems like a good idea in one area of retirement planning can prove ruinous in another, he says.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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Putting Retirement Plans To The Test

Putting Retirement Plans To The Test

Although often anxious about the economic sturdiness of their retirement plans, many people remain in the dark about just how sound – or unsound – their financial futures might be.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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How to not Let Rising Healthcare Costs Affect Retirement

How to not Let Rising Healthcare Costs Affect Retirement

A majority of affluent older Americans who are nearing retirement share the same concern – that health care costs could strike a blow to their retirement plans, a written statement says.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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WHY HEALTH CARE COSTS COULD BE YOUR RETIREMENT’S ACHILLES’ HEEL

Why Health Care Costs Could Be Your Retirement’s Achilles’ Heel

Taking potential medical expenses into account is important when preparing for retirement. A majority of affluent older Americans who are nearing retirement share the same concern – that health care costs could strike a blow to their retirement plans.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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