What is a Qualified Charitable Distribution (QCD)? A QCD allows individuals who have attained the age of 70.5 years old or older to make tax-deductible contributions to qualified charities directly from their IRA up to a total of $100,000 a year. QCDs can be used to satisfy your required minimum distributions (RMDs). How do I […]
Charitable Contributions from IRAs Read More »
On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling. The current limit was set by Congress at about $31.4 trillion in December 2021.1 On the day the limit was reached, Treasury Secretary Janet Yellen instituted well-established “extraordinary measures” to allow necessary borrowing for a
The Debt Ceiling and Deficit Spending Read More »
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
Retirement Investors Get Another Boost from Washington Read More »
Prepaid Plans let you lock in the future tuition costs at today’s Plan prices, and we handle the rest—guaranteed. Also, while Prepaid Plans were designed for Florida schools, the value we pay to other schools (out-of-state, private, trade, etc.) is the same as what we will pay to a Florida school when your child attends
Enjoy the stress-free way to save for college. Read More »
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
Super Bowl Fun Facts – The Big Game By The Numbers Read More »
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
Your tax refund will likely be smaller this year. Here are more things to know Read More »
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 Advisory Corp of CFG debuts on the 2022 CNBC Top100 List! Read More »
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
Welcome Matt Murphy, CFP®! Read More »
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
Have You Been On Your Treasure Hunt Lately? Read More »
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 Have a Family Emergency Plan? Read More »
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