Welcome To Cohen Financial Group “HEAR US ON”
A Few Words About Us
We here at Cohen Financial Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
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Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Workshop Schedule
Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
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After 2 tumultuous years, here are 4 financial tips to learn (or re-learn) for 2022
The end of the year provides a good opportunity for reflection. The past 12 months brought plenty of opportunities to make financial strides — and plenty of potholes and challenges. A lot of Americans struggled with money issues, but others flourished. Whether your...
An Overview of Annuities
Understanding the various types of annuities and how they work If you are considering buying an annuity to provide steady income during retirement, it's important to understand the different types and how they work. Here's a look at the fundamentals of annuities and...
As new Covid uncertainties loom, advisors say it’s ‘super important’ to revisit your financial plan for 2022
KEY POINTS The Covid-19 pandemic has prompted people to rethink both big and small life goals. For 2022, it’s “super important” that everyone redo their financial plans, advisors say. These tips can help you make sure you’re on track and turn uncertainty into...
IRA Blog
HITTING THE RESET BUTTON FOR 2022 RMDS
By Ian Berger, JD IRA Analyst Welcome to 2022! One of the big changes in the retirement account world this year will be the calculation of required minimum distributions (RMDs). RMDs for IRA owners and plan participants are calculated using life expectancies from IRS...
BUILD BACK BETTER AND THE RULE OF 55: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Question: Ed, Since the Build Back Better bill is still in legislative limbo, does that mean that backdoor Roth IRA contributions are still available for 2022? If so, what do you suggest if someone makes a backdoor...
THE PRO-RATA RULE EXPLAINED – YOU ARE NOT GETTING DOUBLE TAXED
By Andy Ives, CFP®, AIF® IRA Analyst SCENARIO: Teddy, age 60, has an existing Traditional IRA with a current balance of $93,000. This is all deductible, pre-tax money. Teddy would like to contribute to a Roth IRA, but his income level exceeds the Roth IRA income...
