Retirement is a major milestone that brings many life changes. One thing that doesn’t change for most people: the fear of running out of money. According to a recent survey from the Transamerica Center for Retirement Studies,the most frequently reported retirement worry is outliving savings and investments.Across all ages, 44% of respondents cited this concern, […]
11 Ways to Go Broke in Retirement Read More »
Posted by Roger Johnson, CFP®, AIF® Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions
Eleven Ways to Help Yourself Stay Sane in a Crazy Market Read More »
Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Are you losing sleep? Tossing and turning? Well, this isn’t an ad for a new pillow or mattress, it’s an offer to help put your mind at ease. In a recent survey, 40% of Americans said they’re unsure if they’ll have enough money to last them through retirement. After
TRANSCRIPT FOR THE FEBRUARY 20, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Judi Sanborn, CFP®, AIF® and Nancy Hecht, CFP®, AIF® It is an Ask the Expert weekend on News 965 and I want you to know it is Central Florida’s oldest and largest independent firm of certified financial planning professionals is the Certified Financial Group in Altamonte Springs. With us today we have two of the certified financial
TRANSCRIPT FOR THE FEBRUARY 13, 2016 “ON THE MONEY” SHOW Read More »
The market has been lousy for the better part of a year. And unfortunately, the current tax season promises to compound the pain for many investors. Read the rest of the story.
What You Can Learn From Your 2015 Tax Return Read More »
Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a solid grasp on your budget, a carefully
10 Signs You Are Not OK to Retire Read More »
Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health. We have three grandchildren age 5 and under. We want to set up a trust for them which will hopefully help with their college tuition. Our plan is to contribute to it periodically as we
A Grandparents’ question Read More »
Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you in figuring out certain financial planning questions: Rule of 72 Take any rate of return and divide it into “72” to figure how may years it will take to double your money. For instance, at
The Way I Figure It… Read More »
Most investors are still reeling from the steep stock market drop that occurred in January 2016. The brief mini-crash of the summer of 2015 is probably still fresh in everyone’s mind. But, many of the market declines of the last eight years, including the stock market crash of 2008, are becoming faded memories. Certainly, they were hard
3 Reasons To Not Sell After a Market Downturn Read More »
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