Insights & Resources

Insights and perspectives to help you make informed, intentional financial decisions.

Explore insights, articles, and upcoming events from our advisors designed to help you bring clarity to complexity, protect what you’ve built, and move forward with purpose through every stage of life and business.

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Business OwnersArticle

When the Business Outgrows the Plan

Learn why successful business owners need coordinated planning for ownership, succession, and life after an exit as their companies grow.

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4 Strategies for Protecting Business Owner Wealth

Discover key tactics for building, preserving, and transitioning wealth created by our advisory team.

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Insights & Resources | CG Financial Services

Insights & Resources

Insights and perspectives to help you make informed, intentional financial decisions.

Featured Insight

Business OwnersArticle

When the Business Outgrows the Plan

Learn why successful business owners need coordinated planning for ownership, succession, and life after an exit as their companies grow.

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69 insights found.

Executive Benefits
Article
IRS/DOL Audits Are Increasing Dramatically—Are You Ready?
Prepare for an IRS or Department of Labor retirement-plan audit with an overview of likely requests, fiduciary issues, and practical steps.
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Executive Benefits
Article
The Risk of 401(k) Lawsuits
Review allegations in a 2021 KPMG 401(k) fiduciary lawsuit and the $650,000 class settlement that received final court approval in July 2024.
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Retirement & Lifestyle Planning
Article
Why Open a my Social Security Account?
Learn why creating and monitoring a my Social Security account can help protect benefits, review earnings, and access benefit records.
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Investment
Article
A March 2022 Letter: When Worlds Collide
A March 2022 client letter on Russia’s invasion of Ukraine, market volatility, economic uncertainty, and disciplined long-term investing.
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Minimizing Tax Impact
Article
Essential Tax Tips for IRAs
Review common IRA tax rules involving contributions, basis, distributions, penalties, and required minimum distributions.
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Executive Benefits
Article
Every Plan Should Have a Committee Charter—and Here’s Why
Learn how a retirement-plan committee charter can document fiduciary authority, responsibilities, procedures, oversight, and reporting.
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All Insights

Resources

4 Strategies for Protecting Business Owner Wealth

Discover key tactics for building, preserving, and transitioning wealth created by our advisory team.

Free Resource:

Talk to an Expert

Talk With an Advisor

Our fiduciary advisors help you build clarity, confidence, and direction in your financial life.

Talk With an Advisor

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Insights & Resources

Insights and perspectives to help you make informed, intentional financial decisions.

When the Business Outgrows the Plan

All Insights

Free Resource:

Talk With an Advisor

Insights & Resources

Insights and perspectives to help you make informed, intentional financial decisions.

When the Business Outgrows the Plan

All Insights

IRS/DOL Audits Are Increasing Dramatically—Are You Ready?

The Risk of 401(k) Lawsuits

Why Open a my Social Security Account?

A March 2022 Letter: When Worlds Collide

Essential Tax Tips for IRAs

Every Plan Should Have a Committee Charter—and Here’s Why

All Insights

Free Resource:

Talk With an Advisor

Services

Company

Resources

Resources

All Insights

IRS/DOL Audits Are Increasing Dramatically—Are You Ready?

The Risk of 401(k) Lawsuits

Why Open a my Social Security Account?

A March 2022 Letter: When Worlds Collide

Essential Tax Tips for IRAs

Every Plan Should Have a Committee Charter—and Here’s Why