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
How To Maintain Financial Health During COVID-19
With COVID-19 making headlines around the world, it’s normal to feel uncertain about many aspects of life right now, including your finances. Even if you don’t catch COVID-19, you could be financially impacted by the fallout. Throughout this tumultuous period, your...
Covid-19 could upend plans for older workers who want to retire
KEY POINTS The economic downturn prompted by the coronavirus comes at a particularly bad time for older workers. New research takes a look at how well those individuals may fare when it comes to working from home or finding new employment. Results are so-so. Older...
A Pandemic Problem for Older Workers: Will They Have to Retire Sooner?
They face particular challenges brought on by Covid-19 — issues, experts say, that could lead to retirement earlier than planned. Dorian Mintzer loves her work. A 74-year-old psychologist, coach and author, she has no plan to retire, and has continued to work during...
IRA Blog
THE CARES ACT AND 2020 RMDS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: I can't find the answer to this question anywhere, so I thought I'd go straight to the experts. Does the CARES Act waive the requirement for a surviving spouse to distribute the RMD in 2020 prior to re-registering the IRA in the...
SECURE ACT GIVES BUSINESSES EXTRA TIME TO ESTABLISH NEW RETIREMENT PLANS
By Ian Berger, JD IRA Analyst Hidden within the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) signed into law last December is a provision giving businesses extra time to establish certain new tax-qualified retirement plans. Prior to the...
STRETCH IRA LIVES ON FOR SOME BENEFICIARIES
By Sarah Brenner, JD Director of Retirement Education Last year the SECURE Act became law and eliminated the stretch IRA for millions of IRA beneficiaries. However, for some IRA beneficiaries the stretch lives on. For most beneficiaries, the stretch is now replaced...
