Posted by Gary Abely, CFP®, AIF®, CPA If you read current headlines about Millennials you might draw some poor conclusions. For example, recently I was listening to The Clark Howard Show and heard Millennials spend more on coffee than their retirement savings. While I’m sure this may be true for some in their 20’s and […]
Challenges facing “Millennials” today and costly mistakes to avoid Read More »
Planning for retirement can be stressful, but breaking it down to these five elements can help. If you want your nest egg to be robust when you’re ready to retire, you have to take care of it now. That means careful investing and saving. You can’t just go out there and wing it. Here are
5 Considerations to Help You Retire Wealthy Read More »
Hosts: Aaron Bert, CFP®, AIF®, Gary Abley, CFP®, AIF® and CPA, 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. I am here in the studio alone. It’s so lonely in here. I don’t know where — where’s
TRANSCRIPT FOR THE APRIL 22, 2017 “ON THE MONEY” SHOW Read More »
Hosts: Harry Stadelmayer, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody, welcome to another edition of On the Money, Certified Financial Group News 96.5 WDBO Ask the Experts weekend. We are taking your phone calls on 844-220-0965 with Joe Bert and Harry Stadelmayer from the Certified Financial Group. Gentlemen, how are you today?
TRANSCRIPT FOR THE APRIL 15, 2017 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Well good morning, everybody, to another addition of On The Money with a Certified Financial Group here on News 96.5 WDBO with Ask the Experts weekend. We’ve got the experts from a Certified Group, Joe Bert, Nancy Hecht, here in the studio taking your phone calls at 844-220-0965. Good morning
TRANSCRIPT FOR THE APRIL 8, 2017 “ON THE MONEY” SHOW Read More »
Fanny Handel, a retiree in Queens, N.Y., was stunned to receive a notice in 2015 telling her she owed $92,000 in taxes on her traditional individual retirement account. Like many Americans, she thought the account was tax-free. But she was wrong. It is entirely possible to owe annual tax on a tax-deferred traditional IRA or
Are Taxes Lurking in Your Tax-Free Retirement Account? Read More »
Hosts: Judith Sanborn, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to on the money with the Certified Financial Group, here on News 96.5 WDBO. We’ve got Joe Bert here, the Oracle of Orlando, Certified Financial Group here in the studio today, along side Judi Sanborn. We are here taken your phone calls at 844-220-0965,
TRANSCRIPT FOR THE APRIL 1, 2017 “ON THE MONEY” SHOW Read More »
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