Watching the Bulls and Bears
to help you make
better investment decisions!
CRG Financial Services, Inc. is an independent and privately owned Registered Investment Advisory Firm. Combined with our sister company, CRG Services, Inc., we have over 25 years of combined customer service experience. We take pride in listening to our clients and developing an investment plan tailored to their wishes. As an independent firm we are completely objective, without production requirements to meet or specific products to sell. We work extensively with our clients, advising them on their personal and employer based retirement plans. Together with the client, we discuss how best to balance risk and reward in the market.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?