Episodes
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 01/27/21
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 01/20/21
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 01/13/21
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 12/23/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 12/16/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 12/09/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 11/25/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 11/18/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 11/11/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 11/04/20
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment...
Published 10/28/20
When you take withdrawals from your ROTH 401(K), will have to pay taxes on it? Cindy explains what portion could be taxed and why. Plus, why are companies being sued by employees over 401(k) plans?
Published 08/05/20
One of the more encouraging trends in financial planning is a slow decline in the amount of fees charged by fund managers. Still, info on the fees that we do pay is notoriously buried in the fine print. Cindy talks about what you should look for in your investment accounts to find out what you are really being charged.
Published 07/29/20
A recent newspaper article raised the question. Cindy explains, through personal real-life experience, why it might be a good idea for you to have additional life insurance.
Published 07/22/20
One well-known personal finance professional is now saying that, putting money into a traditional 401(k), is “crazy”...? Cindy talks about why this may, or may not, be true. Plus, she shares a real-life experience about 2 sisters which will likely motivate YOU to create a better estate plan.
Published 07/13/20
As the responsibilities to prepare for retirement continue to increase, so do our worries about how to manage them. Cindy talks about 3 major concerns many of us have and offers some potential solutions to help in the planning process.
Published 07/01/20