On the Money Program | January 23, 2016
On the Money Program | January 23, 2016 Read More »
Conventional wisdom suggests that inheriting a Roth IRA is always better than inheriting a traditional IRA. In the case of the former, the distributions are tax-free and in the case
Inheriting a Roth IRA isn’t always best: Sometimes traditional is better Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed it’s an Ask the Experts Saturday morning on news 96.5 WDBO. It’s good to have you with us. My name
TRANSCRIPT FOR THE JANUARY 9, 2016 “ON THE MONEY” SHOW Read More »
It’s not too late to reduce your 2015 tax bill. Retirement savers continue to have a powerful option to decrease the amount they owe in federal income tax, if they
How to Save Over $1,000 on Your 2015 Tax Bill Read More »
Posted by Denise Kovach, CFP®, AIF®, NSSA® A good thing to ask yourself is, “Where am I?” “Am I spending too much money and saving too little?” “Do I have
Things you can do to brighten your financial outlook Read More »
Posted by Joe Bert, CFP®, AIF® With all the focus on the recent large lottery power ball at stake, Kiplinger asked Joe Bert for his views – What If I
You Win the Powerball Jackpot. What Now? Read More »
Posted by Roger Johnson, CFP®, AIF® Calculate your net worth and set goals for the New Year. Knowing your net worth is key towards growing it. Each year in January,
11 Ways to Improve Your Finances in 2016 Read More »
Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida’s oldest and largest independent firm of certified financial planning professionals, it’s the Certified Financial Group in Altamonte Springs. Today, we
TRANSCRIPT FOR THE JANUARY 2, 2016 “ON THE MONEY” SHOW Read More »