Communique

Two quick retirement updates we thought you’d actually want to know about, especially if you (or your kids) have switched jobs over the years. 1) Missing an old 401(k)? There’s […]

We’ve got news—Congress has passed what might be the most dramatically titled piece of tax legislation in years: the Big Beautiful Bill. This is a significant update to the federal tax code,

We want to make you aware of a new scam circulating on social media that’s targeting unsuspecting users through flattery and false financial offers. At Certified Financial Group, your financial

Congress has been busy again, and they’ve handed us a 389-page tax proposal that’s…surprisingly full of goodies. Don’t worry, we’ve read it so you don’t have to, and we’ve broken

Scammers are getting more sophisticated, and one of the most common tactics they use is impersonating government officials. These fraudsters may claim to be from the IRS, Social Security Administration,

Most standard wills and other estate documents specify who will inherit the assets, and if there are minor children, who will be the designated legal guardian until they reach adulthood.

Think of traditional AI like a super-genius trying to know everything about everything, all at once. Now imagine breaking that down into a team of specialists, each focusing on their

We have been made aware of an active phishing text campaign in which you may receive a text message from an international number that mentions a disbursement from your account.

The holiday season is notorious for being the busiest time of year for consumer spending. Whether it’s buying gifts from retailers or donating to charities, there’s a lot of money

We’re proud to announce an achievement that places us among the top 2% of investment advisory firms worldwide: our renewed certification from the Centre for Fiduciary Excellence (CEFEX®), awarded through