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 »
Hosts: Harry Stadelmayer, 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, the Certified Financial Group in Altamonte Springs. And with us today, no exception,
TRANSCRIPT FOR THE MAY 7, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Gary Abely, CPA, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed, it is an Ask the Experts weekend on News 96.5, WDBO, and this is On The Money brought to you by Central Florida’s oldest and largest —
TRANSCRIPT FOR THE APRIL 30, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Judi Sanborn, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Expert weekend on New 96.5 WDBO and it’s good to have you along with us. This is On The Money, brought to you by Central Florida’s oldest and largest independent —
TRANSCRIPT FOR THE APRIL 23, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® 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. And today is a very special day on On the Money. That’s because we’re live on remote
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The vast majority of Americans want to remain in their homes throughout retirement, but a new study finds that 8 in 10 drastically underestimate the cost of getting the in-home help that many will need to make it possible. Read the rest of the story.
The Retirement Cost That 80% of Americans Aren’t Ready For Read More »
Posted by Nancy Hecht, CFP®, AIF® About a year ago, I received a call from a client – her voice was shaking – she told me that their family had decided they were going to liquidate all of their accounts and move everything into annuities. I asked if they planned to move their IRA and
I am SO disgusted! Read More »
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