News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 24, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Financial Independence
At 1776 CMG, we focus on creating financial independence for our clients by emphasizing people and processes.
1776 and the Fourth of July
Happy Birthday America! Some trivia, facts and fun for the fourth of July
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
