Hosts: Gary Abely, CPA, CFP®, AIF® and Roger Johnson, CFP®, AIF® Yes indeed, it’s an Ask the Experts Saturday morning on News 96.5 WDBO. My name is Kirk, and this is On The Money brought to you by Orlando’s oldest and largest independent. I was waiting for you guys, yeah — independent firm of certified […]
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Posted by Denise Kovach, CFP®, AIF® Retirement planning is complex. There are so many moving parts that it can be a challenge to know if you’ve done enough. You run retirement calculators, rebalance your investment portfolio, and get a second opinion from an unbiased financial planner… all of which are positive. But here’s some other things you can
Financial Moves to Make as You Near Retirement Read More »
Are you behind on saving for retirement? Even if you don’t know what counts as “behind,” you’re likely to need to step up your efforts to build your nest egg. A June 2015 Government Accountability Office analysis found that that average Americans between the ages of 55 and 64 have accrued about $104,000 in retirement
The Average Retirement Savings by Age for 2016 Read More »
Hosts: Gary Abely, CPA, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Expert weekend on News 96.5 WDBO. My name is Kirk and this is On the Money brought to you by Orlando’s oldest and largest — Independent. Firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs,
TRANSCRIPT FOR THE JULY 9, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Well Happy Fourth of July weekend here on news 96.5 WDBO. It is an Ask the Experts weekend and this is On the Money brought to you by Orlando’s oldest and largest — Independent. Firm of certified financial planning professionals that being the Certified Financial Group in
TRANSCRIPT FOR THE JULY 2, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Expert weekend on News 96.5 WDBO and this is On the Money, brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs, and with us this morning
TRANSCRIPT FOR THE JUNE 25, 2016 “ON THE MONEY” SHOW Read More »
Before you can reach your lump sum goal, estimate the income required to support the retirement you want. I’ve every day about market direction, investment recommendations, tax efficiency and insurance requirements. However, the one question I receive more than any other is: “How much will I need to retire?” Read the rest of the story.
6 Easy Steps to Figure Out How Much You Need to Retire Read More »
Posted by Gary Abely, CPA, CFP®, AIF® Exchange Traded Funds (ETFs) have become popular for their low cost and tax efficiency, but are they liquid and appropriate for your portfolio? As we enter the lower trading volume and often more volatile period of the summer months, it is an important question to ask yourself, especially
Is your ETF liquid? Read More »
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