The moment you have dreaded has finally arrived. Your baby is leaving the nest. Some of the most valuable lessons you can impart should be shared right now, before they head out into the world. In case you need help picking some wisdom to pass on, we’ve asked top money managers and financial pros to […]
As you have certainly seen all over the news, Equifax, one of the three major credit bureaus, announced recently that it has suffered a data breach that may have affected 143 million US consumers. A data breach that has the potential to be the most consequential in history. Read the rest of the guide.
Special Update – Equifax Survival Guide Read More »
With today’s relatively generous $5.49 million federal estate tax exemption, estate planning is only a concern for the rich. Right? Wrong! In fact, regardless of your income or net worth, there’s one estate planning move you should probably make right now: check the beneficiary designations for your life insurance policies, bank accounts, brokerage firm accounts,
Make This Estate Planning Move Right Now: Check Your Beneficiary Designations Read More »
Of the 143 million U.S. consumers whose personal information was potentially exposed in the Equifax Inc. data breach, the wealthy could face their own particular set of vulnerabilities. Would-be criminals could use customers’ stolen names, Social Security numbers, birth dates and addresses—information exposed in the Equifax breach—to target those who may have bigger bank accounts, larger lines of
Equifax Breach Makes Targets of Wealthy Customers Read More »
Posted by Denise Kovach, CFP®, AIF® We are living longer due to healthcare innovations, which is the good news. However, the bad news is that at least 70% of people over the age of 65 will require long-term care services at some point. People are often confused that Medicare and private health insurance programs pay
Long-term Care Insurance… is it something I need? Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to another edition of On the Money, with the Certified Financial Group, here on News 96.5, WDBO. We are taking your phone calls at 844-220-0965 with Joe Bert and Denise Kovach! Good morning, everyone. Good morning! How are you guys today?
TRANSCRIPT FOR THE AUGUST 26, 2017 “ON THE MONEY” SHOW Read More »
This retirement cost is inevitable — and can be insanely expensive; Almost 70% of Americans turning 65 will need some form of long-term care Long-term care is something not all Americans plan for, or even think about, though they should. The numbers are overwhelming — an American turning 65 today has a 70% chance of
This retirement cost is inevitable — and can be insanely expensive Read More »
Cut spending, invest carefully, live simply — and comfortably Wish you could retire right now? Give up the rat race, embrace a life of independence, reduce your stress, and have more time for what you value most — your family, education, travel? That might seem like a fantasy but early retirement is within reach of
A 5-step plan; Cut spending, invest carefully, live simply — and comfortably Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Well good morning central Florida. I am Kyle Cassandra and this is another addition of On The Money with the Certified Financial Group, the certified financial planner professionals show. Bert and Nancy Hect live here in the studio taking your phone calls here at 844-220-0965
TRANSCRIPT FOR THE AUGUST 19, 2017 “ON THE MONEY” SHOW Read More »
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