Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on…
Social Security is an important source of retirement income for millions of Americans, but how much do you know about…
Posted by Joe Bert, CFP®, AIF® The "Suitability Standard", yet another ERISA-based mystery. Let me endeavor to decipher this…
Congress has periodically looked at the idea of simplifying tax-sheltered savings, but for now investors have to wend their way…
They're questions nearly every young and middle-aged worker has asked themselves: Should I leave my job and retire early? What…
Posted by Nancy Hecht, CFP®, AIF® While many taxpayers have payroll deduction retirement plans, it does not necessarily prevent you…
Wealthy people usually aren't born that way. Most spend their lives amassing their fortunes by working hard, spending little, saving…
Posted by Joe Bert, CFP®, AIF® At Certified Financial Group, we live by a simple rule: act in the best…
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