They really do love Susie more than me!
Posted by Nancy Hecht, CFP®, AIF® Since 1995, that number of parents that do not split their assets equally among their children has doubled. Is this proof that they really do love Susie more than you? Perhaps. More likely, the un-even split is more practical than any other reason.
Problems using “Averages” in Financial Plans
Posted by Gary Abely, CFP®, AIF®, CPA If someone suggested to you that, on average, you will feel fine if you place one hand on a fire and another on dry ice, you would instinctively know to raise your antenna when listening to this individual. Yet, many financial planners use averages when discussing healthcare expenditures …
TRANSCRIPT FOR THE MARCH 12, 2016 “ON THE MONEY” SHOW
Hosts: Gary Abely, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Yes, good morning it is an ask the expert weekend here on News 96.5 WDDO. It’s good to be with you, and I’m so glad you’re with us for the next hour, On the Money with the Certified Financial Group. They’re Central Florida’s oldest …
TRANSCRIPT FOR THE MARCH 12, 2016 “ON THE MONEY” SHOW Read More »
TRANSCRIPT FOR THE MARCH 5, 2016 “ON THE MONEY” SHOW
Hosts: Judi Sanborn, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Experts Saturday morning on news 965 WDBO and this is On the Money brought to you by central Florida oldest and largest, independent firm of Certified Financial Planning professionals. That being the Certified Financial Group in Altamonte Springs.
4 Things You Need to Know About the Social Security Spousal Benefit
Here are the situations in which an individual can collect Social Security, when, how much they can collect, and how they can do it. Read the rest of the story.
Every 25-year-old in America needs to see this chart right now
In its 2016 Guide to Retirement, J.P. Morgan Asset Management included a powerful illustration of how compounding returns lead to huge differences between investors who start out young and those who wait until later in their careers before seriously saving. Read the rest of the story.
Birthdays You’ll Either Love or Hate
Posted by Judi Sanborn, CFP®, AIF® When we are young there is always a birthday to look forward to, whether it’s getting a drivers license at 16 or being able to buy a drink at 21. But there comes a point where most people stop looking forward to the next birthday. But if you are approaching retirement …
