C&A Financial Group

07/19/2026

If you’re on of the 53 million Americans who act as caregivers, so much relies on you. It’s important to find the time to make well-being a priority. Here are 5 easy ideas to get started.

Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.

07/16/2026

*July Wisdom Wednesday Webinar - JULY 29 at 6pm ET*

Social Security is one of the most important retirement decisions you'll make, yet many people don't fully understand their options.

Join us for an educational webinar hosted by C&A Financial Managing Partner and CEO Frank Congilose, featuring Guest Speaker Roberta Eckert, Retirement Strategy and Solutions Vice President of Nationwide, as she discusses who qualifies for Social Security benefits, when to begin claiming, spousal and survivor benefits, recent updates, how to access your benefits, and the key factors that can impact your lifetime income.

You'll also learn why planning ahead is essential and how understanding your options today can help you make more informed decisions for your retirement.

Sign up to receive the Zoom link to attend this webinar: https://us02web.zoom.us/webinar/register/WN_od5ARBmUSyq45WSXPbpLLA

07/16/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

07/14/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

07/13/2026

We're proud to celebrate an incredible achievement!

Congratulations to David Suckey and Emily Zeigler for being named to the 2026 Forbes | Shook Best-in-State Financial Security Professionals list!!!!

Their passion for educating, coaching, and guiding clients has made a lasting impact on the individuals and families they serve. This recognition is a testament to the trust they've built and the care they bring to every client relationship.

A special congratulations to Dave Suckey who has earned this recognition for the second consecutive year after being named to the 2025 Forbes | Shook Best-in-State Financial Security Professionals list as well.

Congratulations on this well-deserved honor!

07/12/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Watch Nick's journey to protect his family's future

07/10/2026

Congratulations to our 2026 Summer Interns on successfully completing the C&A Financial Group Internship Program! 🎉

Last night, we celebrated their accomplishments alongside their families, friends, and our team, as we celebrated the successful completion of a program focused on learning, growth, and professional development.

Our internship program is designed to provide more than just workplace experience. Through mentorship, hands-on learning, and meaningful conversations with our experienced advisors, students gain valuable insight into a career centered on helping people build confident financial futures.

To our interns, thank you for your enthusiasm, curiosity, and hard work. You are truly a remarkable group of young professionals, and it has been a pleasure watching each of you grow throughout the program. We hope this experience has made a lasting impact and that, after graduation, you'll consider returning to C&A Financial Group to continue building your career with us.

*Although not pictured, we'd also like to recognize one of our interns who concluded the program early to begin military training. We wish you all the best and thank you for your service.

07/09/2026

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Watch Joleen's journey to find comfort in times of crisis

07/07/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

07/05/2026

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-being

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being