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.
Learn More
Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn More
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
Learn More
Weekly Newsletter
10 Myths About Annuities You Shouldn’t Believe
While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement...
read moreBaby Boomer Retirement Trends: Transportation & Health Care
Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of...
read moreNew Research from Principal Shows Annuities Improve Retirement Outcomes
10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how...
read moreIRA Blog
“WRONG AIRPORT, DUDE”
By Andy Ives, CFP®, AIF® IRA Analyst After a recent Ed Slott conference in Dallas, Texas, I found myself sitting in a hotel café, surrounded by travel bags, having pizza with a few meeting attendees with later flights. “Anyone want to share an Uber to the airport?”...
read moreUNDERSTANDING THE SAME PROPERTY RULE FOR IRAS
By Sarah Brenner, JD IRA Analyst If you are planning on doing a 60-day rollover with your IRA funds, be sure you understand same-property rule. This is one of the lesser known rules that apply to rollovers and is one many taxpayers find confusing. For IRA-to-IRA or...
read moreRETIREMENT ACCOUNT ROLLOVERS AND STRETCH IRAS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: I recently inherited a traditional IRA from my mother. I mistakenly asked for a lump sum to be paid to me by the custodian. I realized after the fact that I wanted to set up a stretch IRA. I haven’t cashed the check yet....
read more
