financial planner Archives - Certified Financial Group, Inc.

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

Leave a Comment / This Week's Must Read / Donny Morehouse

From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly in March due to the pandemic have now opened — including biggies such as Disney’s four parks in Orlando, Florida. But across the board, new rules and changes are in effect, such as requiring face coverings unless you’re eating […]

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MARKET WATCH: FEBRUARY 18, 2020

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close February 14, 2020) Despite the ongoing battle against the coronavirus, stocks reached record highs last week. Solid economic data, strong retail sales, and favorable corporate earnings reports helped quell investors’ fears that the spread of the dreaded coronavirus would impact global economies. Each of the benchmark indexes listed here

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Tidying Up Financial Clutter

Leave a Comment / This Week's Must Read / Donny Morehouse

From hartfordfunds.com Spark joy and part with all those old statements, tax returns, and utility bills. You just watched the show with that organizing consultant who helps people de-clutter their lives. It’s inspiring seeing others go through closets and part with useless stuff they’ve unnecessarily hung onto for years. You shut off the TV and

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MARKET WATCH: JANUARY 21, 2020

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close January 17, 2020) Each of the benchmark indexes listed here enjoyed strong gains last week, led by the Russell 2000, which climbed 2.53% to push its year-to-date gains to nearly 2.0%. The Dow has posted weekly gains for five of the last six weeks, the S&P 500 advanced for

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New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

Leave a Comment / This Week's Must Read / Donny Morehouse

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in

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Financial Lessons From Football

Leave a Comment / This Week's Must Read, Uncategorized / Donny Morehouse

Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch,

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Required Minimum Distributions

Leave a Comment / This Week's Must Read / Donny Morehouse

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the

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Buying a House: How Much Can You Afford?

Leave a Comment / This Week's Must Read / Donny Morehouse

Introduction An old rule of thumb said that you could afford to buy a house that cost between one and a half and two and a half times your annual salary. In reality, there’s a lot more to take into consideration. You’ll want to know not only how much of a mortgage you qualify for,

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Five Questions about Long-Term Care

Leave a Comment / This Week's Must Read / Donny Morehouse

Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may someday result in a loss of independence, if you begin planning now, you’ll have

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Financial Advice for Recent College Graduates

Leave a Comment / This Week's Must Read / Donny Morehouse

You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. Fortunately, there are some

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financial planner

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

MARKET WATCH: FEBRUARY 18, 2020

Tidying Up Financial Clutter

MARKET WATCH: JANUARY 21, 2020

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

Financial Lessons From Football

Required Minimum Distributions

Buying a House: How Much Can You Afford?

Five Questions about Long-Term Care

Financial Advice for Recent College Graduates

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