CG Financial Services

10/02/2026

10/02/2026

Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.

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Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.

10/02/2026

CG Financial is a company on the move: We are growing our business and growing our team with quality people!

"CG Financial’s recognition as Citywire’s fastest-growing RIA is an important milestone in our growth story and a reflection of the trust our clients, advisors, and team members place in this firm," said Tony Mazzali, CFP, chief executive officer of CG Financial. "As we continue expanding, we are investing in the leadership, technology, and operational infrastructure needed to scale with discipline. Jon’s ability to bridge strategy, operations, and technology aligns perfectly with where CG Financial is headed and we are excited to welcome him to the team."

Read the article here:

10/01/2026

Your investments may still be doing what you expected. But does the plan around them still reflect your life?

A career change can affect cash flow and retirement contributions. A growing family can introduce new insurance and estate considerations. A business decision can change personal taxes or liquidity needs.

Effective planning connects those decisions and adjusts as responsibilities change.

See what CG Financial’s planning process reviews as life and priorities evolve: https://www.mycgfinancial.com/financial-services/financial-planning

Follow CG Financial for practical planning insights.

09/28/2026

Before looking at year-end tax planning, make a list of what changed.

A change in income, investment activity, retirement withdrawals, charitable giving, business ownership or family circumstances may affect the questions worth asking.

Writing those changes down is a simple place to start.

Review how CG Financial approaches tax-aware planning: https://mycgfinancial.com/personal/minimizing-tax-impact

What financial change would be first on your list?

09/25/2026

Trump accounts are special new IRAs for kids. Learn the rules and how they differ from 529 plans, custodial Roth IRAs, and UGMA accounts for kids' savings.

09/24/2026

Taxes can influence more financial decisions than people realize.

Investment activity, retirement withdrawals, charitable gifts and business income may all affect the larger tax picture. Reviewing those areas together can uncover questions that are easy to miss when each decision is handled separately.

See how CG Financial approaches tax-aware planning: https://mycgfinancial.com/personal/minimizing-tax-impact

Which financial decision would you want your advisor and tax professional to review together?

09/21/2026

Building a successful business can create wealth, but it can also concentrate a large part of a family’s financial future in one place.

How much of your personal plan depends on the business? Is the company properly protected? What would a future transition need to fund?

Our business-owner guide covers four areas worth reviewing as the company grows.

Read the guide:https://mycgfinancial.com/wp-content/uploads/2023/01/4-Strategies-for-Business-Owners-1.pdf

09/18/2026

From commodities to infrastructure, wealth managers are turning to a wider range of assets. Here's what to know about inflation in the coming months.

09/17/2026

What does your business need its retirement plan to accomplish?

Maybe the priority is helping employees prepare for retirement. Maybe it is improving participation, supporting retention or creating better outcomes for owners and key employees.

Once the goals are clear, plan design and provider decisions have a stronger foundation.

See how CG Financial helps businesses approach those decisions: https://mycgfinancial.com/business/retirement-plans