-
CFG offers investment, financial planning strategies | News, Sports, Jobs

 
 
 
 By MIKE REUTHER The In depth Monetary Team presents a large variety of financial commitment, estate, and strategic extended-term financial scheduling for folks and business entities. Economic Advisor Tim Benner observed that some persons might not be aware of every thing CFG can offer a shopper. “We are more than just investments,” he claimed. “We can do whole extensive scheduling. We can consider peoples’ insurance ideas and requires. We can assist with Social Stability optimization and tax efficient approaches. We function with lawyers and licensed community accountants in estate arranging.” CFG is situated on the 2nd and 3rd floors of the financial institution at 1720 E.…
-
‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with $2 million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?
I have never been a massive fan of annuities, but my advisor insists this is a excellent low possibility investment decision automobile. Is a variable annuity a superior possibility for me? Getty Visuals Question: I am 63 and semi-retired. I have no debt. I have $2 million in pre-tax 401(k), and about $60k other financial savings, and $.5M in real estate. I hired a fiduciary money advisor, my to start with, about five months ago. Prior to that, I experienced managed my investments passively. I described my wanted hazard amount to the advisor as lower. I’d like to stay away from main industry corrections, these kinds of as 2008 and…
-
Financial Planning vs. Investment Strategy: Which Is More Important?
When you think about the counsel offered by your financial adviser, is it truly holistic financial planning or really just investment management? This distinction is important under any circumstances, but particularly amid the extreme market volatility we’ve seen this year. So, what is holistic financial planning? Holistic financial planning revolves around extensive conversations between you and your adviser, focusing on the life you want to live. Ideally, it also entails active coordination between your adviser and other financial specialists in your life, such as your accountant, estate planner and insurance professional. Many investors do a good job of putting different elements in place regarding their financial planning, but it tends…
