Posted by Nancy Hecht, CFP®, AIF® Opposites often attract but when it comes to saving money for the future, this may not be a good thing. Here are three things to look at to help you get on the same page.
Why won’t he save money? 3 tips to get your Spouse on the same page Read More »
It’s that time of year when the taxman wants your money. But thanks to the tax code, there are many deductions that can help keep cash in your pocket instead of going to Uncle Sam. Read the rest of the story.
The 6 Tax Deductions That Save You the Most Money Read More »
Hosts: Gary Abely, CPA, CFP®, AIF® and Joe Bert, CFP®, AIF® Good Saturday morning to you. Central Florida’s oldest and largest — Independent firm of certified financial planning professionals is the Certified Financial Group, and you’ll find them in Altamonte Springs. You’ll also find them right here, right now, on this Ask the Experts Saturday morning on News 96.5,
TRANSCRIPT FOR THE JANUARY 23, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed, it’s 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 independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs. With us this morning
TRANSCRIPT FOR THE JANUARY 16, 2016 “ON THE MONEY” SHOW Read More »
Posted by Gary Abely, CPA, CFP®, AIF® For many investors, the start of 2016 has been anything but happy. We are often asked two questions by our clients, “What causes a bear market and how long do they last?” and “Is the current market correction the beginning of the next bear market”. First, let’s define
A new year is here. And even if you’ve already broken the resolutions you made at the end of the holiday season, it’s never too late to make new ones, especially when it comes to your finances. Read the rest of the story.
8 Financial Decisions You’ll Never Regret Read More »
Conventional wisdom suggests that inheriting a Roth IRA is always better than inheriting a traditional IRA. In the case of the former, the distributions are tax-free and in the case of the latter, distributions are taxed as ordinary income. Read the rest of the story.
Inheriting a Roth IRA isn’t always best: Sometimes traditional is better Read More »
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