The NCG Financial Group

10/07/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

10/05/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

10/02/2026

Consider a bucket plan to go with your bucket list.

09/30/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

09/28/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

09/25/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

09/23/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

09/21/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

09/18/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

09/16/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?