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Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping Setting Every Community Up for Retirement Enhancement Act passed in […]

Article originally published on: https://wallethub.com/ Super Bowl LVII (57) will crown either the Philadelphia Eagles or the Kansas City Chiefs as champions of the National Football League’s 102nd season. This will be the fourth Super Bowl for the Eagles, who achieved their first victory in 2018. On the other side, this is the fifth time

It’s time to file your tax return, and many of us are facing smaller refunds, shrunken tax credits and deductions — right as inflation and higher debt loads are biting into our budgets. The IRS starts accepting tax returns for 2022 earnings on Jan. 23, and it will issue tax refunds in the weeks and

For the fourth year in a row, CNBC unveiled its ranking of the top 100 financial advisory firms in the U.S. We are honored to announce that Certified Advisory Corp of Certified Financial Group has been included! The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives. CNBC enlisted

Certified Financial Group is thrilled to announce that Matt Murphy, CFP®, has joined our team of 16 CERTIFIED FINANCIAL PLANNER™ professionals! Matt comes to CFG with nearly 22 years of experience providing investment, insurance, estate, and financial planning services to clients. Matt graduated from North Carolina State University with a Bachelor of Science in Management, concentration

Why should I search for Unclaimed Property? Unclaimed Property is a financial asset that is unknown or lost, or has been left inactive, unclaimed or abandoned by its owner. Unclaimed Property assets are held by business or government entities (holders) for a set period of time, usually five years. If the holder is unable to

After the 4th of July Lake Eola event, there’s been a lot of discussion on having a family disaster plan. Have you discussed a plan with your family in the case of different types of emergencies? Where to go if you are together or apart? Article originally published on: https://www.ready.gov/plan Make A Plan Make a

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by