Q: What do you love most about the financial industry? A: It’s always been important to me to find work that is interesting and it’s always a bonus to help …
Women in Finance : 4 Questions with Nancy Hecht CFP®, AIF® Read More »
By Joe Bert Originally appearing in Kiplinger, December 1, 2015 Forgoing a tax deduction today for a promise in the future is riskier than you might think. With all due …
By Joe Bert I was recently asked, the following question: “I need to rely on my nest egg for the rest of my life. I feel comfortable using a large …
Frequently Asked Question: How is My Money Secured and Safe With a Small Firm? Read More »
By: Denise Kovach Have you ever gone to get your wallet and it wasn’t where you left it? You start immediately wondering, “Okay. Did I drop it? Did I leave …
When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you …
In Social Security, the spousal benefit is a key component that must be considered. At retirement, this payment goes not to the worker who paid into Social Security over time, …
Social Security Benefits in Marriage and Divorce Read More »
When making the choice to place a loved one in a nursing home, one must be thorough in their research to find the best and safest facility. Slowly but surely, …
Are you ready to start your financial journey? Certified Financial Group has you covered! Read these tips from 5 of our 11 Certified Financial Planners™ to begin the path to …
Did you know that April is National Social Security Month? This entire fourth month focuses on encouraging the public to become educated about using social security to plan for their …
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