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, worked. When I was in high school, I was trying to decide between art school and business school. I decided I did not want to […]
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 story. Have questions? We can help! Contact us at 407-869-9800 or click here to send us your request.
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 WDBO Ask the Experts weekend. We are taking your phone calls at 844-220-0965, with Joe Bert and Nancy Hecht, from the Certified Financial Group.
TRANSCRIPT FOR THE MARCH 18, 2017 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Hello everybody, welcome to another edition of on the money with the Certified Financial Group here on News 96.5, Joe Bert, Nancy Hecht in the studio this morning. How are you guys today?
TRANSCRIPT FOR THE MARCH 11, 2017 “ON THE MONEY” SHOW Read More »
Required minimum distributions first. Taxable accounts next, followed by traditional IRAs and 401(k)s. Roth IRAs and 401(k)s last. That’s the standard sequence for tax-efficient portfolio draw down during retirement. The overarching thesis is to be sure to tap those accounts where you’ll face a tax penalty for not doing so (RMDs) while hanging on to
Don’t Be Dogmatic About Retirement-Portfolio Withdrawals Read More »
Posted by Nancy Hecht, CFP®, AIF® According to Fidelity Investments, female investors have outperformed male investors in the past decade. We are not selfish, so I will share with you some of the reasons why we invest better than our male counterparts.
We are better than you! At least when it comes to investing. Read More »
Hosts: Nancy Hecht, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Hello everybody and welcome to another edition of on the money with Certified Financial Group here on this 96.5 WDBO Ask the experts weekend. We’ve got Joe Bert and Nancy Hecht Certified Financial Group here in the studio taking your phone calls at 844-220-0965. Joe, how are you
TRANSCRIPT FOR THE MARCH 4, 2017 “ON THE MONEY” SHOW Read More »
Hosts: Harry Stadelmayer, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to another addition of On The Money with a Certified Financial Group here on News 96.5 WDBO. We’ve got Joe, the Oracle of Orlando here in the studio along side Harry Stadelmayer and they are taking your calls at 844-220-0965 on how to
TRANSCRIPT FOR THE FEBRUARY 25, 2017 “ON THE MONEY” SHOW Read More »
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