C&A Financial Group

06/02/2026

People make sure to have insurance to protect their homes, cars, and other physical assets in case of an emergency. But do you have protection for your future income? What would happen if you got sick or injured and had to stop working? This is where

Help protect your income with disability insurance if illness or injury keeps you from working.

06/01/2026

Thank you to our guest speakers Margo McDonnell, CRE, CES®and Terri S. Johnson, CRE for sharing their expertise at last week's Business Briefing.

Business owner attendees had the opportunity to learn about two important planning strategies that are often overlooked until a specific need arises:
• 1031 Exchanges – a strategy that may allow real estate investors to defer capital gains taxes when exchanging investment properties.
• Cost Segregation Studies – a tax planning tool that can accelerate depreciation deductions and potentially improve cash flow for qualifying property owners.

One of the challenges business owners face is knowing which strategies are available before they need them. By the time a transaction, tax issue, or business opportunity presents itself, decisions often need to be made quickly.

Our goal with educational Business Briefings is to provide access to knowledgeable professionals and practical information that helps business owners stay informed, ask better questions, and recognize opportunities when they arise.

Keep an eye out for our next Business Briefing and other educational events. Workshop replays and educational content are available on demand through our YouTube channel: https://www.youtube.com/ or on our website: https://www.ca-strategy.com/upcoming-events

Thank you again to our presenters and everyone who joined us for the workshop.

05/31/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

05/28/2026

Being a caregiver is rewarding, but it can also take a lot out of you. These five tips can help you take better care of yourself, which in turn can help you take better care of others.

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

05/28/2026

Understanding the value of your income is the first step to protecting it. Your income is more than just a paycheck—it’s a long‑term financial asset that could be worth millions over the course of your career.
The question is: how protected is it?

Talk to your financial advisor to learn how disability insurance can help protect that income.

05/26/2026

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s important they don’t forget to take some time to inventory their finances and help ensure they’re on the right track to balance to

Learn how the decisions you make today can help you reach your financial goals

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Wishing everyone a meaningful and safe Memorial Day! 🇺🇸

05/24/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

05/21/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

05/21/2026

Your income helps support everything you do, making it your most valuable asset. Ensuring you have a protection plan in place today can make all the difference tomorrow.

Speak with your financial advisor to learn more about disability insurance.