What You Can Learn From Your 2015 Tax Return
The market has been lousy for the better part of a year. And unfortunately, the current tax season promises to compound the pain for many investors. Read the rest of the story.
10 Signs You Are Not OK to Retire
Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a solid grasp on your budget, a carefully …
A Grandparents’ question
Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health. We have three grandchildren age 5 and under. We want to set up a trust for them which will hopefully help with their college tuition. Our plan is to contribute to it periodically as we …
The Way I Figure It…
Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you in figuring out certain financial planning questions: Rule of 72 Take any rate of return and divide it into “72” to figure how may years it will take to double your money. For instance, at …
3 Reasons To Not Sell After a Market Downturn
Most investors are still reeling from the steep stock market drop that occurred in January 2016. The brief mini-crash of the summer of 2015 is probably still fresh in everyone’s mind. But, many of the market declines of the last eight years, including the stock market crash of 2008, are becoming faded memories. Certainly, they were hard …
The Most-Overlooked Tax Breaks for the Newly Retired
Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change. This can present opportunities to save or create costly pitfalls to avoid. Being alert to the rolling changes that come at various life stages is the key to holding …
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TRANSCRIPT FOR THE FEBRUARY 6, 2016 “ON THE MONEY” SHOW
Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida’s oldest and largest independent firm of certified financial planning professionals is the Certified Financial Group in Altamonte Springs. For the last 25 plus years now here on News 96.5 WDBO the Oracle of Orlando, Joe Bert and staff at the Certified Financial Group has been coming …
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TRANSCRIPT FOR THE JANUARY 30, 2016 “ON THE MONEY” SHOW
Hosts: Harry Stadelmayer, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida oldest and largest independent firm of certified financial planning professionals is the Certified Financial Group in Altamonte Springs. With us this morning we have two of the twelve certified financial planning professionals with the Certified Financial Group. That being Joe Bert and Harry Stadelmayer is back with us. Good …
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Why won’t he save money? 3 tips to get your Spouse on the same page
Posted by Nancy Hecht, CFP®, AIF® Opposites often attract but when it comes to saving money for the future, this may not be a good thing. Here are three things to look at to help you get on the same page.
