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
Educational 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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Weekly Newsletter
Coronavirus is creating retirement insecurity. These 10 steps can defuse the timebomb of an ageing population
To redesign a retirement that builds the necessary financial resilience for longer lives, the World Economic Forum and Mercer have created a ten-point checklist to redesign retirement. Safeguarding financial wellness requires an all-encompassing view of a person. This...
Lock It In
Using Annuities to Cover Basic Living Expenses for Life The names and numbers may vary but the situation is all too common. Approaching retirement at age 65, John and Jill Smith realized their monthly income from Social Security and pensions total $700 less than their...
Annuity Plans can be a good solution for your retirement; Here’s why
Given the current economic scenario in the backdrop of the ongoing public health crises globally, investing your hard-earned money in a suitable Annuity Product may be the answer to your queries. The ongoing COVID-19 pandemic is driving many Indians — whether they are...
IRA Blog
INHERITED IRAS AND THE 60-DAY ROLLOVER WINDOW: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Good Afternoon Ed Slott and Company, LLC, I was inquiring about a recent situation with a client that came up and if you could be of any assistance. We recently had a client pass away who was the account holder of an...
PENALTY-FREE IRA DISTRIBUTIONS FOR FIRST-HOME PURCHASE
By Sarah Brenner, JD Director of Retirement Education Despite the COVID-19 pandemic, or maybe even because of it, real estate markets in many areas of the country are busy right now. If you are considering jumping in, and if this is your first home purchase, coming up...
PERILS OF THE 60-DAY ROLLOVER
By Andy Ives, CFP®, AIF® IRA Analyst As sure as the sun will rise, someone will take a distribution from his IRA tomorrow. And as sure as the moon will set, someone will fail to roll over his IRA distribution within 60 days. And as sure as the wind will blow, so too...
