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 people. With financial planning everyday is different because every client is different. I love getting to know the people I’m helping and diving into their […]
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 respect to the late Sen. William Roth from Delaware, the Roth IRA, and now the Roth 401(k), are among the worst ideas foisted upon the
Is a Roth Just a Wolf in Sheep’s Clothing? Read More »
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 bank that I know has a lot of money to back it up. If I decide to turn my nest egg over to a smaller
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 it at home?” and then the inevitable feeling of panic creeps in, right? As you are nodding your head in agreement, I want to point
Top Items to Leave Out of Your Wallet Read More »
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 don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be
5 Common Factors Affecting Retirement Income Read More »
National Financial Awareness Day Read More »
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, but her/his spouse. Originally, this was established to benefit a spouse with a stay-at-home role, and it still remains for those who may take some
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, laws are being passed to ensure the safety of residents in every nursing home, but there are still precautions to take. Finding top-quality care can
Nursing Home Safety Read More »
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 financial success. Practice Mindful Spending – “Separate the things you want, vs. the things you need. This may sound like a rather standard practice, but
5 Tips for Financial Success in 2018 Read More »
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 future. Here are four quick tips from our Certified Financial Planners™ to help you make the most of your social security plan. Understand How it
4 Tips for National Social Security Month Read More »