On the Money Program | March 4, 2017
On the Money Program | March 4, 2017 Read More »
Think You’re Set for Retirement? Don’t Get Too Comfortable
BlackRock, the world’s largest money manager, recently asked a group of Americans in defined-contribution plans, such as 401(k)s, how they’re fixed for retirement. Most said they’re on track to kick back in comfort. Are they crazy? Read the rest of the story. Have questions? We can help! Contact us at 407-869-9800 or click here to send
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These red flags can cost you some green
Posted by Nancy Hecht, CFP®, AIF® Who doesn’t love tax time! So many colorful thoughts and words come to mind. Here are some RED flags for you to avoid so you do not spend any extra GREEN:
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Don’t Follow The Rules, Follow the Principle
Posted by Joe Bert, CFP®, AIF® Many of us are likely familiar with the accounting world’s Rules v. Principles ethics regulation. But you may not be aware that the Department of Labor, since promulgating its fiduciary rule last year, has implemented a similar type of principle-based regulatory approach. Within the financial advisor world much of
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Tax time, Again!
Posted by Gary Abely, CFP®, AIF®, CPA I know, it seems like yesterday we were gathering our documents for our tax preparer for the 2015 tax year. The 2016 tax filing season is upon us and I thought I would share 10 often over looked tax planning opportunities.
How Social Security retirement age rules impact clients
Under the original rules for Social Security, workers became eligible for a benefit upon reaching their full retirement age of 65, with a slight increase in benefits if the worker delayed until as late as age 70. However, full retirement age itself has always been a moving target. It was pushed from 65 to 67 in
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TRANSCRIPT FOR THE FEBRUARY 18, 2017 “ON THE MONEY” SHOW
Hosts: Gary Abely, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Hello everybody and welcome to another edition of On the Money with the Certified Financial Group here on News 96.5, WDBO. Joe Bert, Gary Abely are here in the studio taking your phone calls at 844-220-0965, 844-220-0965. The phone lines are now open as
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Everything You Need to Know About Required 401(k) and IRA Withdrawals
If you are one of the millions of Americans with a retirement-savings account, three of the most important letters in your financial life might be these: RMD. Read the rest of the story. Have questions? We can help! Contact us at 407-869-9800 or click here to send us your request.
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