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
Annuities: Why You Need To Know How They Work
You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...
read morePre-Retirement Checklist: Tips for How to Prepare for Retirement
Get tips on what to do if you're 10, 5 or 1 year out from retirement. What is your current retirement outlook? If you’re 10 years or less from retirement, does getting everything in order seem like too much to process? Do you know where to even start? According to a...
read moreWhy It’s Different for Women in Retirement: Three Retirement Saving Factors
While a women-led revolution plays out in the American workplace, the retirement landscape is still evolving. In the second half of the 20th Century, women’s participation in the workforce rose from 29.6 percent to 46.5 percent.1Among those age 25 to 34, during that...
read moreIRA Blog
PAYING ATTENTION TO THE RULES IS CRUCIAL
By Jeremy T. Rodriguez, JD IRA Analyst If the dictionary had pictures next to each word, the U.S. Tax Code would fit nicely next to the definition of “esoteric.” But as we all know, this complex web of rules and regulations cannot be ignored. Mistakes cost money, in...
read moreTAX DAY IS HERE! – 2 IRA LESSONS WE LEARNED THIS TAX SEASON
By Sarah Brenner, JD IRA Analyst Today is April 15, 2019. This is deadline for filing your 2018 federal income tax return, unless you have an extension. This tax season was the first one where we saw the impact of the Tax Cuts and Jobs Act. Wholesale changes to the...
read moreMISSED RMDS AND RETIREMENT PLAN ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have a question for a situation I have never come across before. I have a client that just found out they missed taking their RMD’s from one of their retirement accounts for the last 5 years! Assuming they take...
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