Understanding the role money plays in relationships is important to recognize early on as a couple. Whether you're just starting a life together or have been together for years, managing your finances as a team can significantly impact your overall well-being and ability to meet future goals. By working together couples can strengthen their partnership, reduce financial stress, and pave the way for a more secure and prosperous future.

C&A Advisors Emily Zeigler, CFP and Alex Tragnitz, EA discuss fundamentals around establishing a solid foundation of working together and the importance of communication when it comes to money. They also discuss how to plan for life events, joint vs separate bank accounts, identifying your money personality, and how to live debt free and build wealth.

For more information, visit https://www.ca-strategy.com/tyingthef...

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable perspectives on year end performance, current market trends, economic stability, and the outlook for 2025.

2025-7577735.1 Exp 1/27

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits.

Some of the topics discussed include:

• Preparation
• Health, Dental, and Vision Insurance
• Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA)
• Life and Disability Insurance
• Retirement Plans
• Post Enrollment Tips

2024-7402506.1 Exp 12/26

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future. He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security.

He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement.

2024-7257287.1 Exp 11/26

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates.

2024-7209103.1 Exp 10/26

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals, life expectancy, inflation, health care costs, and loss of a spouse.

2023-165131 Exp 11/25

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working.

2024-174345 Exp 05/26

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

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Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset.

2024-7080937.1 Exp 10/26

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

Follow us online on Facebook, LinkedIn and YouTube