Blog
What options are available for my Special Needs child after high school?
Educational Options After High School for Special Needs Families- We highlight several educational experiences available after high school for your teen who learns differently. Do you have...
Read More
A Note Regarding Recent Performance
We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes...
Read More
“Better” Is the Best Word on Wall Street
One way to measure "better" is the number of Standard & Poor's 500 companies that revise their earnings estimates prior to reporting earnings. As you can see in the accompanying chart, fewer companies have revised their estimates for Q12023
Read MoreFinancial Literacy Month - Financial Literacy for Children
Many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Could it be that our children just aren't getting the financial education they need?April is Financial Literacy Month. This is...
Read More
Celebrating Small Businesses
Small businesses are the backbone of the American and global economies. In fact, over 99% of American firms are small businesses, and there are currently around 400 million small businesses worldwide.1March 29 is a day that we...
Read MoreShow All
Child Support Beyond Age 18
Children with Special Needs and Divorce: What a Texas Parent Needs to Know-- a key takeaway from today's webinar regarding child support
Read More
Celebrating Black History Month
Every February, Americans celebrate Black History Month. This year, we invite you to join us in remembering the accomplishments of Black citizens, past and present, which are an integral part of American history.Whether it’s the...
Read MoreWhy Let Taxes Eat Away at Your Investment Returns?
The person who first said “Don’t put off until tomorrow what you can do today,” didn’t understand the benefits of tax-deferred investing. This option allows you to defer paying taxes on investment returns until...
Read MoreMake 2023 Your Best Year Ever
The New Year means taking a new look at our finances. The most important thing to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...
Read More
Merry Christmas
May the spirit of the season fill you and your loved ones with joy, and may your celebrations be warm, merry, and bright!-- From all of us at Consolidated Planning Group
Read MoreStop Stalling! Get Started on Your Estate Plan.
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...
Read More
5 Reasons Why Women Need to Invest
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...
Read More
We're PODCASTING now!
Hello CPG Families! We're taking on a new platform, and ready to rock & roll with our PODCAST!We produce our educational webinars two to four times a week, and they are always focused on topics that will be helpful for families with...
Read More
ABLE account deadline approaching!
We wanted to advise you about a few year-end housekeeping items for opening a new ABLE account or contributing to your existing ABLE account!As a reminder, an ABLE account is organized under the IRS guidelines 529A. An ABLE...
Read More
6 tips to no credit card hangover this holiday.
The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities. While it’s nearly impossible not to spend more during these next few weeks, the less credit card debt accumulated...
Read More6 Tips for Philanthropic Giving
Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...
Read More
Wishing You a Bountiful Thanksgiving!
November brings the season for giving thanks, a time when Americans pause, reflect and count our blessings. It’s also an important month when we remember our veterans and their families. Since 1954, November 11th has been...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read More
Happy Veterans Day!
Our deepest gratitude goes out to all the veterans today for the service they give and/or gave for our country. Happy Veterans Day and thank you!
Read More
Why does my college student need a Health Care Power of Attorney?
Today's webinar was focused on Educational Options After High School for Special Needs Families, and I wanted to highlight one key takeaway that applies to ALL families. Whether your child has some special needs or not, you need...
Read More
October’s Surge Holds Hope
Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...
Read More