On the Money Program | April 1, 2017
On the Money Program | April 1, 2017 Read More »
These days, investors can track at any moment how the market’s daily ups and downs are affecting their wealth. Even investors with multiple investment accounts spread across different firms can
Would You Rather Have $1 Million or $5,000 Monthly in Retirement? Read More »
Posted by Joe Bert, CFP®, AIF® There were dozens of breach of fiduciary duty lawsuits filed, settled and adjudicated in 2016 against plan sponsors, fiduciaries and investment advisors. The trend
Who Is Liable in a Breach of Fiduciary Duty Lawsuit? Read More »
If you are one of the millions of Americans with a retirement-savings account, three of the most important letters in your financial life might be these: RMD. They stand for
Everything You Need to Know About Required 401(k) and IRA Withdrawals Read More »
Posted by Denise Kovach, CFP®, AIF® Now (tax season) is a good time to double check your earnings history on your Social Security statement to confirm that it is accurate.
Do this to maximize your Social Security Benefits Read More »
Posted by Nancy Hecht, CFP®, AIF® We always hear of wacky things that people try to deduct from their taxable income – these happen to be deductions that, surprisingly so,
Wacky but real – can you take these deductions also? Read More »
This tax season, taxpayers across all income levels looking to reduce their tax burden may overlook opportunities that they or their advisors are unaware of. Read the rest of the
15 Most Overlooked Tax Deductions: 2017 Read More »
Hosts: Nancy Hecht, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Hello, everybody, and welcome to another addition of On the Money with Certified Financial Group here on News 96.5
TRANSCRIPT FOR THE MARCH 18, 2017 “ON THE MONEY” SHOW Read More »