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Coaching and Advising Coaching and Advising

Coaching and Advising - it's a lifelong commitment that sets us apart from other financial advisors today.

A C&A advisor is your financial coach. Like the best coaches in sports or life, they'll help you to set goals, show you how to reach them and gain confidence through life's transitions - career or business growth, marriage, parenthood, your child's education and your retirement. They won't create solutions that only solve today's challenges: they'll guide you on a path to reach tomorrow's ideals for you and your family. C&A Financial Group is here for the long-term to help you Enjoy Life, Build Wealth and Leave a Legacy™. 

Build More Wealth

We'll help build a long-term strategy that adjusts with you as you move through life to help you achieve your goals. 

Maximize Lifetime Cash Flow

We'll show you how to save more without living less™ by identifying inefficiencies in costs and expenses.

Long Term Support

To help you navigate all of life's twists and turns we will be in touch with helpful information and valuable resources.

Coerced to Coached The Living Balance Sheet The Institute of Responsible Wealth

Helpful Content

5 Smart Ways to Mindfully Manage Your Money

5 Smart Ways to Mindfully Manage Your Money

Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...

Financial Hacks for Millennials: Ways to Use Your Tax Refund

Financial Hacks for Millennials: Ways to Use Your Tax Refund

There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Hindsight 2020: The New Gig Thing

The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.

How to Make Charitable Giving a Lifelong Pursuit

Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Retirement Myths for Women

The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Rightsizing for Retirement

What does your home really cost?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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