When it comes to tax planning, procrastination can be costly; the deadline for implementing most investment-related strategies to help reduce your tax bill for this year is December 30, 2016. We have assembled a number of valuable tips you may be able to implement before the year ends to help reduce the amount you send […]
Key moves that may help reduce your 2016 tax bill Read More »
Posted by Joe Bert, CFP®, AIF® At Certified Financial Group, we don’t see it as the firm’s goal to be the knight-errant of the fiduciary standard for all financial advisors. Nor do we propose to wag our fingers at those with conflicts. Rather, we simply hope to intimate our firm’s pride at our Investment Advisor,
A Distinctive Fiduciary Standard Spelled C-E-F-E-X & D-O-L Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Jim Hachadorian, CFP® Good morning, it’s an Ask The Experts Saturday morning on WDBO, and this is On The Money, brought to you buy Orlando’s oldest and largest independent firm of certified financial planning professionals, The Certified Financial Group in Altamonte Springs. And with us this morning, we have two
TRANSCRIPT FOR THE NOVEMBER 19, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Gary Abely, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Yes indeed it’s an expert Saturday morning on WDBO and this is On The Money brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals and that being the Certified Financial Group in Altamonte Springs. With us this morning we
TRANSCRIPT FOR THE NOVEMBER 12, 2016 “ON THE MONEY” SHOW Read More »
Supersizing the savings you have invested for retirement likely sounds too good to be true. You may have heard that some people managed to amass a $1 million-plus IRA balance and wondered how they did it. While I don’t know about everybody’s strategy, let me turn your attention to the wonders of compounding and time.
How Compounding Benefits Your Retirement Savings Read More »
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