CGN Advisors

06/21/2026

Happy Father's Day to the dads, stepdads, grandfathers, and father figures who show up every day.

And a shout-out to the CGN dads who somehow manage to give great financial advice and questionable dad jokes in equal measure.

From our families to yours, enjoy the day.

06/17/2026

One of the hardest conversations we have with families involves elder financial abuse.

The warning signs are often subtle: behavioral changes around money, new people involved in financial decisions, or a sense of urgency around requests are all red flags that something might not be right.

Having the right structure in place before anything goes wrong makes all the difference. Things like reviewing account titling, keeping powers of attorney current, and having a trusted third party involved in major financial decisions can go a long way toward shielding the people you care about.

These 5 tips highlight what seniors and adult children should watch for to avoid elder financial abuse, and the steps families can take together to reduce risk before small issues turn into bigger problems.

06/10/2026

June can be a great time of year to review your financial picture. Four areas to check on:

1. Retirement contributions. If you set a savings goal in January and haven't revisited it, check whether your deferrals are keeping pace with where you want to land by year-end.

2. Tax withholding. A job change, a raise, or a new income source can all shift what you owe. Catching that now saves you from an unpleasant surprise at tax time.

3. Beneficiary designations. Marriage, divorce, a new child, or a death in the family should trigger a review of who is listed on your accounts.

4. Roth conversion potential. For some, mid-year is a good window to run the numbers on a partial conversion before Q4 income changes the picture.

If you want a second set of eyes on any of this, we are happy to talk it through: https://cgnadvisors.com/contact-us/

06/09/2026

Most Roth IRA decisions look simple on the surface… until taxes, withdrawals, and timing start to matter. In our new article, we outline the key rules that can actually shape your retirement strategy in a big way.

06/02/2026

More people are turning to AI for quick financial answers—but is that enough when real decisions are on the line?

06/01/2026

Watch our quick video to find out what “fee-only” really means and why it matters when your finances get complex.

05/27/2026

Even the most financially savvy families can fall victim to "subscription creep"—those small, recurring charges that slowly accumulate over time and can significantly impact your budget.

We encourage you to take a close look at your monthly recurring expenses this month. This includes premium apps, unused memberships, and legacy subscriptions that no longer align with your current lifestyle.

By identifying and streamlining these extras, you can unlock funds for family needs or philanthropic goals that truly matter to you.

05/25/2026

As we gather with friends and family this Memorial Day, take a moment to reflect on what the day represents. Beyond the BBQs and the start of summer, today honors the brave men and women who gave their lives to protect the freedoms we enjoy.

To those who served and to their families who supported them, thank you. Your sacrifices have shaped our country in ways words can’t fully express.

05/22/2026

Can you guess these CGN babies?

05/20/2026

At CGN Advisors, we believe in the strategies we recommend because we use them ourselves. There are no "shortcuts" or hidden gimmicks in our office. Instead, our team stays grounded in the same foundational principles we share with you: consistent saving, long-term investing, and intentional spending.

Wealth is built through discipline and a steady process that holds up across market cycles, not by following every new trend. When we sit down to review your plan, know that the path we are suggesting is the same one we are walking ourselves.