Posts Categorized: Financial Planning
Thank you to all the people who participated in our Valentine’s Day Event! All your terrariums came out amazing! Even during these times when we can’t all be together for our annual Valentine’s Day Event, we still love being able to celebrate with you all virtually.
We want to thank Jennifer Schnalzer for bringing this great charity to CMG. We look forward to raising money and helping our communities.
Planning for the Future
Your 401(k) Isn’t Free. Here’s How to Figure out How Much You’re Paying in Fees
Do you know how much your 401(k) costs? If your answer to that question is, “what cost?” then you’re not alone. More than four in 10 people say they don’t know how much their workplace retirement plan costs, according to a recent study from financial research firm Hearts & Wallets. Another 16% of people think… Read more »
CMG’s Joseph Edmondson featured in Business Insider
Get real about what money is coming in and what money is going out. A lot of people know how much money they’re bringing home but aren’t as clear about what they’re spending. Joseph Edmondson, CFP, and a financial professional at Equitable Advisors, says he asks new clients about their net salaries first. “Then… Read more »
CMG’s Annual Valentines Lunch
Donna Nadler interacting with clients and guests.
CMG at NYC HR Summit
Tom, Scott, and Rich at the NYC HR Summit.
Don’t Make These Mistakes When Your Spouse Passes Away
Don’t risk costly IRS penalties, talk to a financial professional before making move that could directly impact your finances after losing a spouse.
100-Year-Old Retirees Living Their Best Lives. Here Are Their Secrets to Happiness
CMG’s Tom Mingone featured on Money.com Retirement income calculators can be a helpful starting point to gauge whether you’re on track to retire one day. But don’t stop there. “You can’t just run projections, draw conclusions, and wake up at 85 hoping you have a few bucks left,” Click here to read the full article…. Read more »