Where Should You Live in Retirement? First, Ask Yourself These Questions

It’s one of the most basic questions people ask themselves when they start planning for retirement: Where am I going to live? It’s also one of the most crucial questions, and one that, surprisingly, many people don’t give a lot of thought to. Sure, they ask themselves some cursory questions—especially about the weather and affordability.

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What’s Next After Planning Your Retirement? Help Your Children And Grandchildren Plan For Theirs

You’ve worked hard over the years, saving for your retirement. So hard, in fact, that you are well-prepared to face your golden years. You’ve also worked hard caring for children and possibly grandchildren, teaching them life skills, so that they could one day leave the nest and be successful on their own. Read more of

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TRANSCRIPT FOR THE November 4, 2017 “ON THE MONEY” SHOW

Hosts:  Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody, welcome to another edition of On the Money with the Certified Financial Group here on News 965 WDBO.  It’s ask the experts weekend.  We’ve got Joe Bert and Aaron Bert from the Certified Financial Group in today. Good morning, gentleman. Morning. How are

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TRANSCRIPT FOR THE OCTOBER 29, 2017 “ON THE MONEY” SHOW

Hosts:   Nancy Hecht, CFP®, AIF® and Harry Stadelmayer, CFP®, AIF® Well, good morning everybody, it’s another Saturday here in Central Florida, 9:00, and that means it’s time for On the Money with the Certified Financial Group here on News 96.5 WDBO.  We have Harry Stadelmayer and Nancy Hecht live here in the studio taking your

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