CFG Wealth Management is a full service financial planning firm. We strive to help our clients avoid mistakes which drain financial resources and savings. For more information, visit our website. http://www.cfgwealthmanagement.com/
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Here's one way to help protect yourself from identity theft.
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How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
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5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
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39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
The twice-monthly newsletter discusses financial news and more.
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Helpful Insights
The twice-monthly newsletter discusses everyday finance topics.
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Finance News and More
Are no-contact payment systems really safe? Here's what to know.
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The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
NOLO.COM
Financial Powers of Attorney: Do You Need One?
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
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Finance News and Updates
Keep in touch by subscribing to the twice-monthly newsletter.
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Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
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How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
Learn more about making sure your estate plan works the way you want it to.
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You Have an Estate Plan. Will It Work?
Know anyone who could use my help right now or in the near future? Let me know!
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Get in Touch
Do you have these essential documents organized and up to date? Here's what to know.
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4 Types of Legal Documents to Prepare
The twice-monthly newsletter brings news and helpful information to your inbox. Stay informed and sign up today.
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Finance Insights
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
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Top Ten Estate Planning Recommendations before the End of 2020
Stay informed this year by signing up for the twice-monthly newsletter.
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Finance Insights
Feel free to share this information with someone who hasn't started planning yet. Do you have questions about estate planning? Reach out anytime.
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Estate Planning Basics You Need to Know
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind.
FINANCE.YAHOO.COM
IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
BARRONS.COM
Aging Could Be the Next Booming Business
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs.
BARRONS.COM
Aging Could Be the Next Booming Business
