It’s that time of year when the taxman wants your money. But thanks to the tax code, there are many deductions that can help keep cash in your pocket instead …
The 6 Tax Deductions That Save You the Most Money Read More »
Hosts: Gary Abely, CPA, CFP®, AIF® and Joe Bert, CFP®, AIF® Good Saturday morning to you. Central Florida’s oldest and largest — Independent firm of certified financial planning professionals is the Certified Financial Group, …
TRANSCRIPT FOR THE JANUARY 23, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed, it’s an Ask the Experts weekend on News 96.5 WDBO, and this is On The Money brought to you by …
TRANSCRIPT FOR THE JANUARY 16, 2016 “ON THE MONEY” SHOW Read More »
Posted by Gary Abely, CPA, CFP®, AIF® For many investors, the start of 2016 has been anything but happy. We are often asked two questions by our clients, “What causes …
A new year is here. And even if you’ve already broken the resolutions you made at the end of the holiday season, it’s never too late to make new ones, …
Conventional wisdom suggests that inheriting a Roth IRA is always better than inheriting a traditional IRA. In the case of the former, the distributions are tax-free and in the case …
Inheriting a Roth IRA isn’t always best: Sometimes traditional is better Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed it’s an Ask the Experts Saturday morning on news 96.5 WDBO. It’s good to have you with us. My name …
TRANSCRIPT FOR THE JANUARY 9, 2016 “ON THE MONEY” SHOW Read More »
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