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
8 smart steps for buying life insurance
How to find coverage that meets your needs and budget Life insurance can form a vital part of your family’s financial stability and well-being but, if you’re like most people, you may find the thought of shopping for the right type of coverage a little daunting....
Retirement Calculators
Are you on track for retirement? These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future. Am I saving enough to retire? Will your current savings strategy lead...
Only 9% of America is Prioritizing Financial Diversity
Its No Myth, Lack of Diversity Puts Retirement At Risk. What Other Myths Need To Be Busted? There is a retirement crisis in America. 1 in 4 baby boomers have less than $5,000 saved for retirement, a staggering amount since average healthcare costs alone will cost you...
IRA Blog
BENEFICIARY FORMS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I was wondering, will incorrect information on a Beneficiary Designation form cause it to be invalid? I see forms with a wrong or missing date of birth, or ones listing more than one beneficiary, each assigned...
CARRY THE BOX
By Andy Ives, CFP®, AIF® IRA Analyst My wife teaches elementary school kids. Been at it for years. Long enough to have former students visit her classroom as adults. She was put on this Earth to teach. Tough job, though. Even at this early age, and oftentimes through...
THREE THINGS TO KNOW ABOUT THE YEAR OF DEATH RMD
By Sarah Brenner, JD IRA Analyst There are always questions that come up as to the correct way to handle the required minimum distribution (RMD) for the year of death of the IRA owner. Here are three things you need to know about the year of death RMD. 1. The RMD for...
