On the Money Program | October 15, 2016
On the Money Program | October 15, 2016 Read More »
Your daily coffee habit is costing you in more ways than you know
Wake up, grab a cup of coffee and head out the door. That’s the routine that about 80% of Americans rely on every day. But depending on how you’re getting your morning pick-me-up, you could be throwing your money down the drain. Read the rest of the story.
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When You’re the “One”
Posted by Aaron Bert, CFP®, AIF® The one incident that could change your entire future Whenever you read about important topics like long-term care, health care or retirement, you’re likely inundated with facts and numbers. The cost of care, the likelihood you’ll experience various diseases, how much you’ll need in retirement to live and pay
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TRANSCRIPT FOR THE SEPTEMBER 17, 2016 “ON THE MONEY” SHOW
Hosts: Gary Abely, CPA, CFP®, AIF® and Nancy Hecht, CFP®, AIF® Yes, indeed, it’s the Ask the Expert Saturday morning on WDBO. And this is On The Money, brought to you by Orlando’s oldest and largest independent — Independent firm of certified financial planning professionals, the Certified Financial Group in Altamonte Springs. With us this morning, we have
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Your past does matter.
Posted by Nancy Hecht, CFP®, AIF® Recently I was listening to a competitor’s radio show and the financial advisor speaking stated that your past life as an employed person, and how you were living it, does not matter for retirement planning. I respectfully disagree with this guy. Your past matters a lot. The crux of
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Watch Out for This IRS Email Scam
Involving fake tax notices related to the ACA. Beware of any email you may receive from the Internal Revenue Service (IRS): It’s a scam. There’s been an uptick of people receiving fake notices regarding tax bills tied to the Affordable Care Act (ACA), the Wall Street Journal reports. The notice asks taxpayers without proper coverage
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8 Ways to go wrong with a traditional Inherited IRA
Posted by Judith Sanborn, CFP®, AIF® What you should know in order to benefit the most from this type of inheritance. An inherited individual retirement account or IRA, lies at the tricky 3-way intersection of estate planning, financial planning and tax planning. One wrong decision can lead to expensive consequences. The first thing to do
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Financial do’s and don’ts of divorce
A divorce can be draining—both emotionally and financially—especially later in life. And more and more people are getting divorced later in life. Just one in 10 people who divorced in 1990 was age 50 or older; twenty years later it was one in four, according to Dr. Susan Brown, professor of sociology at Bowling Green
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