Today's investment climate offers unprecedented opportunities. At Cohan Insurance Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on Cohan Insurance Group, please contact us today.
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Newsletters
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.