Welcome to the CFG Citizens Financial Group Investments website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate advantaged investing, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
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Newsletters
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
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Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.