C.E. Wealth Group, LLC

Securities and investment advisory services are offered through Calton & Associates, Inc. Member FINRA/SIPC, 2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607 (813) 264-0440. Insurance or insurance related products are offered through C.E. Insurances, LLC. C.E. Wealth Group, LLC and Calton & Associates, Inc. are separate entities. The ChFC® and Chartered Financial Consultant ® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
07/25/2018
Trends in Charitable Giving

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
07/23/2018
Creative Ways to Motivate Your Employees

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Over age 50? You may be able to catch-up on retirement.
07/20/2018
Catch-Up Contributions

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The financial risks to consider when evaluating self insurance? #Insurance
07/16/2018
When to Self-Insure

The financial risks to consider when evaluating self insurance? #Insurance

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

07/11/2018
The Cost of Procrastination

The sooner you begin investing, the longer your money can work for you.

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

Children with special needs may need ongoing help after theirparents are gone.
07/09/2018
Planning for Special Needs Children

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

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

When was the last time you paid yourself first?
07/06/2018
Pay Yourself First

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Learn how #insurance #deductibles work, and how they can help you save money.
07/02/2018
How Insurance Deductibles Work

Learn how #insurance #deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Have a strategy for discussing healthcare with your parents. #AgingParents
06/29/2018
Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
06/28/2018
Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

The tax rules that govern donating art are complex and confusing. #taxes #art
06/27/2018
Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

The tax rules that govern donating art are complex and confusing. Take a closer look.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/26/2018
Keeping Good Records is Good Business

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
06/25/2018
A Brief Guide To Condo Insurance

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
06/22/2018
Buying vs. Leasing a Car

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
06/21/2018
Jane Bond: Infiltrating the Market

[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.

Agent Jane Bond is on the case, cracking the code on bonds.

Check out this video on taxes. #IncomeTax
06/19/2018
The Facts About Income Tax

Check out this video on taxes. #IncomeTax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

06/18/2018
Insuring Your Business Against Cyber Liability

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
06/15/2018
What’s Your Investment IQ?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Wall Street has a lot of cliches. How many do you know? #WallStreet
06/14/2018
16 Wall Street Cliches in 60 Seconds

Wall Street has a lot of cliches. How many do you know?
#WallStreet

Pundits say a lot of things about the markets. Let's see if you can keep up.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
06/13/2018
The Value of Insuring Against Life’s Risks

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
06/11/2018
Should You Choose a Fixed or Variable?

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Annuities: Can they play a role in your retirement? #RetirementIncome
06/07/2018
What Is an Annuity?

Annuities: Can they play a role in your retirement? #RetirementIncome

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

06/05/2018
What Our Kids Can Teach us About Saving Money

It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/04/2018
What Is a 1035 Exchange?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Nobel-prize-winning investment research.
06/01/2018
The Ivory Tower Changes Wall Street

Nobel-prize-winning investment research.

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/31/2018
Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Does your #insurance cover you if you get into an accident with an uninsured driver?
05/29/2018
Protection Against Uninsured Drivers

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?

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
05/28/2018
Inventorying Your Possessions

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Just entering retirement? Here's what you need to know.
05/25/2018
9 Facts About Retirement

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
05/24/2018
Tax Deductions You Won't Believe

You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
05/22/2018
The Power of Compound Interest

Ben Franklin used compound interest to make big contributions to his two favorite cities.

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

Is there a role for both active and passive investments in your portfolio?
05/18/2018
The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
05/17/2018
A Brief Guide To Condo Insurance

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Check out this video on taxes. #IncomeTax
05/16/2018
The Facts About Income Tax

Check out this video on taxes. #IncomeTax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding. #SocialSecurity
05/15/2018
When Should You Take Social Security

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Want to learn more about how you can "stretch" your retirement plan's tax benefits?
05/14/2018
What Is a Stretch IRA?

Want to learn more about how you can "stretch" your retirement plan's tax benefits?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
05/11/2018
The Fed and How It Got That Way

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

Here is a quick history of the Federal Reserve and an overview of what it does.

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6404 Carmel Road, Suite 201
Charlotte, NC
28226

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