Posted by Joe Bert, CFP®, AIF® With all the focus on the recent large lottery power ball at stake, Kiplinger asked Joe Bert for his views – What If I Win? It can be a blessing…or a curse. You’ll need help sorting through the decisions surrounding sudden wealth.
Posted by Roger Johnson, CFP®, AIF® Calculate your net worth and set goals for the New Year. Knowing your net worth is key towards growing it. Each year in January, tally your current assets and liabilities to figure out your current net worth, then work on building it from there. Make sure you have a …
Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida’s oldest and largest independent firm of certified financial planning professionals, it’s the Certified Financial Group in Altamonte Springs. Today, we have two of the twelve certified financial planning professionals with us, as we normally do every Saturday for like the last 25, 26 years. I …
TRANSCRIPT FOR THE JANUARY 2, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It’s an ask the expert Saturday morning on News 96.5. It’s good to have you with us on WDBO. In the studio with us this morning from Central Florida’s oldest and largest independent firm of certified financial planning professionals, the author of The Hecht Effect and A …
TRANSCRIPT FOR THE DECEMBER 26, 2015 “ON THE MONEY” SHOW Read More »
Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Oh yes. Good morning. Central Florida’s oldest and largest independent firm of certified financial planning professionals is the Certified Financial Group in Altamont Springs, and they’re well represented this morning in the studio — On The Money with the Certified Financial Group, for like the last 25 …
TRANSCRIPT FOR THE DECEMBER 19, 2015 “ON THE MONEY” SHOW Read More »
There are many ways to make sure that your finances are in good health, as the new year gets underway. One of them—knowing how to spot a scam—is often ignored. The result is that many people are swindled out of their hard-earned savings every year. While 2015 was a year of many familiar scams, 2016 …
Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those hawking retirement products is something called a fixed index annuity or FlA. Consider: Sales of FIAs rose 14% to $38.7 billion in 2013 and another 24% to $48 billion in 2014, or about 21% of …
Retirement: Pros and cons of fixed-index annuities Read More »
Which financial adviser would you pick to give you advice on retirement: a planner with extensive training as a generalist or someone who claims special expertise in retirement issues? If you said the latter, you could be set- ting yourself up for a scam-or at least sketchy advice. Planners eager to mine the rich vein …
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