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Unmasking Annuities when security comes at a cost | On The Money Transcript

Speaker 1 (00:00): Financial planning and investment management services provided through Certified Advisory Corp cac, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it’s properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual

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A Big Congratulations to Dave Balakrishnan, AIF®, MBA – Now Dave Balakrishnan, CFP®, AIF®, MBA!

We are delighted to announce the latest addition to our team of 15 CFP® professionals with more than 400 years of combined experience at Certified Financial Group. Dave Balakrishnan, CFP®, AIF®, MBA, joined our firm in 2021 but just officially earned his CFP® designation in December 2023! Dave brings with him a wealth of experience,

A Big Congratulations to Dave Balakrishnan, AIF®, MBA – Now Dave Balakrishnan, CFP®, AIF®, MBA! Read More »

Bitcoin ETFs: Opportunity or Risky Business?

Recent developments in the world of cryptocurrency have brought Bitcoin exchange-traded funds (ETFs) into the spotlight. While these ETFs might seem like an exciting new way to invest in Bitcoin, there are important aspects to consider: Contradiction with Bitcoin’s Original Purpose: Bitcoin was created as a decentralized digital currency for online transactions. However, its adoption

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Your 2024 Financial To-Do (and To-Don’t!) List

With 2024 quickly approaching and New Year’s resolutions on the horizon, don’t neglect your finances. To make this even easier for you, we’ve outline some basic Do’s and Don’ts for 2024 that should help you on your journey to financial security. Do’s: Review Your Income and Deductions: Ensure that all your sources of income for

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