PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

WE HELP PEOPLE RETIRE

WITH DIGNITY!

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

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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

7 Smart Money Moves for 2020

New federal legislation made sweeping changes in retirement plans. Here's what you need to know. The new year has brought a number of changes in financial rules affecting consumers. Many of them are in new federal legislation called the Secure Act, which mostly...

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Is retirement good for health or bad for it?

For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others, though, retirement is a frustrating period marked by declining health and increasing limitations. For years,...

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Fixed vs. Fixed Indexed Annuities: What’s the Difference?

Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income later, two of the most common are fixed and fixed indexed annuities. The former offers a fixed rate of return; the latter ties your rate...

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IRA Blog

10 THINGS TO KNOW ABOUT THE SECURE ACT’S 10-YEAR RULE

By Sarah Brenner, JD IRA Analyst The SECURE Act overhauled the rules for beneficiaries of retirement accounts. One significant change it brought is the new 10-year payout rule. Here are ten things you need to know about the new 10-year rule. 1. The 10-year rule...

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CAREFUL CONSIDERATIONS: SPOUSAL ROLLOVER OR INHERITED IRA?

By Andy Ives, CFP®, AIF® IRA Analyst A spouse beneficiary of an IRA faces many decisions. There is great flexibility and many items to consider. For example, how old was my spouse when he or she passed and what impact will that have on my available choices? Do I need...

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TAX RULES FOR DIFFERENT TYPES OF WORKPLACE PLANS

By Ian Berger, JD IRA Analyst Most workplace retirement plans allowing elective deferrals fall into one of these varieties: 401(k) plans for employees of private sector companies. 403(b) plans for employees of tax-exempt employers, public schools and churches. 457(b)...

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