Posted by Judith Sanborn, CFP®, AIF® The first boomers turn 70 1/2 in July. Don’t give the IRS too much reason to celebrate. When you hit this age, it is time to start taking a Required Minimum Distribution (“RMD”) from your IRA. RMDs can be seen as confusing, so be sure to review these tips.
Happy Half Birthday, Baby Boomers! Read More »
Grow your savings. The decade leading up to retirement is your last chance to build a significant nest egg. The decisions you make now will impact the retirement benefits you receive and how much you will be able to safely spend for the rest of your life. Here’s how to improve your retirement finances in
10 Ways to Get Ready for Retirement After Age 50 Read More »
Your 20s are some of the most important years for your finances and your career. This week on The Payoff, I’ll tell you the 5 best investment I made in my 20’s. Read the rest of the story.
The 5 best investments I made in my 20s Read More »
Posted by Denise Kovach, CFP®, AIF® There recently was a survey conducted about Long Term Care in America and 38% of the people surveyed said they plan on using Medicare to cover their care needs as they get older, including extended nursing home stays.
Think Medicare Pays for Long Term Care? Better Think Again! Read More »
Even the super-wealthy have some investing regrets. Some 27% of investors with at least $1 million in net worth said their No. 1 investing mistake before working with a financial adviser was a failure to diversify their portfolios properly, according to a survey of 652 clients of the financial advisory firm deVere Group in the
The money mistakes even the super rich make Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Expert Saturday morning on News 96.5 WDBO and this is On The Money, brought to you by Central Florida’s oldest and largest independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs. So, this morning we have
TRANSCRIPT FOR THE MAY 14, 2016 “ON THE MONEY” SHOW Read More »