Are You Ending 2016 Healthy, Wealthy, and Wise?

8 years ago

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on…

Quiz: How Much Do You Know About Social Security Retirement Benefits?

8 years ago

Social Security is an important source of retirement income for millions of Americans, but how much do you know about…

When Merely Being Suitable is Not Enough

8 years ago

Posted by Joe Bert, CFP®, AIF® The "Suitability Standard", yet another ERISA-based mystery.   Let me endeavor to decipher this…

IRA, 401(k), 529: What’s the Best Tax-Sheltered Account Type for You?

8 years ago

Congress has periodically looked at the idea of simplifying tax-sheltered savings, but for now investors have to wend their way…

6 Signs You’re Ready to Retire Early

8 years ago

They're questions nearly every young and middle-aged worker has asked themselves: Should I leave my job and retire early? What…

You may be able to cut your 2016 tax bill

8 years ago

Posted by Nancy Hecht, CFP®, AIF® While many taxpayers have payroll deduction retirement plans, it does not necessarily prevent you…

10 Reasons You Will Never Be a Millionaire

8 years ago

Wealthy people usually aren't born that way. Most spend their lives amassing their fortunes by working hard, spending little, saving…

The Alphabet Soup of Fiduciary Designations

8 years ago

Posted by  Joe Bert, CFP®, AIF® At Certified Financial Group, we live by a simple rule: act in the best…

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