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.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn MoreWorkshop 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
Learn MoreWeekly Newsletter
5 Tips for Retiring in the Next 12 Months
You’ll be retired by this time next year. Here’s what to do now You’ve scrimped and saved and planned for decades, through good times and bad. Now your goal is to retire in this uncertain environment, perhaps in the next year — even though the last six months have...
What Is the Minimum Salary You Need To Be Happy in Every State?
What's the price of happiness in your state? Can money buy happiness? According to a recent Purdue study published in the journal Nature Human Behaviour, income can correlate with emotional well-being and life satisfaction. “Globally, we find that satiation occurs at...
7 Reasons You Should Retire Already
Sometimes the writing is on the wall Retirement may seem untenable with inflation soaring and gas prices skyrocketing, but for some older adults, hanging on to their job can cause more harm than good. Sure, you still have money coming in, but at what price to your...
IRA Blog
“UPDATE NEEDED” – TOP 5 IRA ITEMS TO CONSIDER
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport We are constantly bombarded with requests to update our information. “Password needs updating.” “Software update for your mobile device.” “Please update your email so our marketing team can...
IRS REGULATIONS AND QCDS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: When will the IRS release final regulations for RMDs on beneficiary IRAs? Kim Answer: Hi Kim, That is a great question. We have been fielding many inquiries about...
OCTOBER 17 IS THE DEADLINE TO CORRECT 2021 EXCESS IRA CONTRIBUTIONS WITHOUT PENALTY
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Maybe you made a Roth IRA contribution for 2021, but your income was too high. Maybe you made a traditional IRA contribution without having any earned income. These are both...
