Certified Financial Group is proud to have been named one of the Top Registered Investment Advisers in the United States by the Financial Times for 2020!
"Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility."
We are proud and honored to have served Central Florida for over 40 years, and to have provided financial planning services to countless families across the country.
Being included on this list means the world to us as we value the integrity of the work we do for our clients, especially in a year like 2020. Thank you to our community for allowing our team to serve your families for so long!
Watch your Financial Experts discuss your questions and the topic of the day!
🚨The Perils of Investing and Politics: Resist the Temptation to Sell Stocks Based on Election Outcome🚨
Knowing the facts will provide us with the wherewithal to make better investment decisions for our future, read this article to learn more: https://financialgroup.com/2020/10/08/the-perils-of-investing-and-politics-resist-the-temptation-to-sell-stocks-based-on-election-outcome/
🎉Happy Anniversary Harry! We are so proud to celebrate another year with you as a part of our team. 35 years and going strong!🎉
FINANCIALGROUP.ADVISOR.NEWS
Incomes Starting to Buckle as Federal Support Fades
“A number of people I have spoken with recently have been retired sooner than they had planned. Many are not sure what to do with their 401(k) accounts, some like their investments within the plan and would like to keep them. Here are three points I think you should consider if you find yourself in this position.”
Read Nancy Hecht’s 401k advice here on the Hecht Effect: http://www.hechteffect.net/?p=2295
☀️Start your weekend ‘On The Money!’
📻Tomorrow at 9am EST join Chris Toadvine CFP® and Joe Bert CFP® LIVE on 580 AM or 107.3 FM and 96.5FM HD2 as they take your calls and provide expert answers to your questions!
💻**You can also watch RIGHT HERE on FACEBOOK LIVE or pull up the show on Facebook and utilize Bluetooth/aux to listen from there**
☎️Submit your questions to: 1-844-580-WDBO (9326)
or contact our hosts directly at:
Chris@FinancialGroup.com • Joe@FinancialGroup.com
👂WAYS TO LISTEN BACK - Our Show is replayed on Saturday evening from 5-6pm on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show any of your favorite apps.
☀️Tune in tomorrow for another great show!
On The Money Podcast
October 23 at 4:24 PM ·
☀️Start your weekend ‘On The Money!’
📻Tomorrow at 9am EST join Chris Toadvine CFP® and Joe Bert CFP® LIVE on 580 AM or 107.3 FM and 96.5FM HD2 as they take your calls and provide expert answers to your questions!
💻**You can also watch RIGHT HERE on FACEBOOK LIVE or pull up the show on Facebook and utilize Bluetooth/aux to listen from there**
☎️Submit your questions to: 1-844-580-WDBO (9326)
or contact our hosts directly at:
Chris@FinancialGroup.com • Joe@FinancialGroup.com
👂WAYS TO LISTEN BACK - Our Show is replayed on Saturday evening from 5-6pm on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show any of your favorite apps.
☀️Tune in tomorrow for another great show!
Hurry! You only have until Dec 7th to make important #Medicare decisions. Could you save? You only have a short time to find out.
FINANCEINSIGHTS.NET
Hurry! You Only Have Until Dec 7th.
📢Medicare Open Enrollment for 2021 Begins October 15📢
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.
Learn about your options right here: https://financialgroup.com/2020/10/21/medicare-open-enrollment-for-2021-begins-october-15/
FINANCIALGROUP.ADVISOR.NEWS
Home-Office Fatigue Fuels the Workation, a Combination of Work and Vacation
Social Security can be confusing! Today, Nancy Hecht answers a specific question that many may be wondering the answer to.
Find the answer to this complicated but common question on today’s Hecht Effect right here: http://www.hechteffect.net/?p=2300
Every Wednesday CFG gets you behind the paywall of publications like The Wall Street Journal, New York Times and more so you can read the news that matters to you in one place, without paying for subscriptions.
Click the link below to read this week's article from Reuters: Column: Beware of whiplash in 'normality trade'
FINANCIALGROUP.ADVISOR.NEWS
Column: Beware of whiplash in 'normality trade'
Nancy Hecht knows the secret to a successful retirement, but it’s not what you may think!
Check out her latest blog for the answer: http://www.hechteffect.net/?p=2309
FINANCEINSIGHTS.NET
Maximize potential tax savings by taking action before December 31.
MARKET WATCH: NOVEMBER 16, 2020
“Stocks soared to record highs last Monday following an announcement from a major pharmaceutical company of positive data on a COVID-19 vaccine. That news, coupled with President-elect Joe Biden’s win, helped buoy investor optimism. Cyclicals and bio-tech stocks led a powerful rally, which drove the Dow up 3.0%. “
Read the rest here: https://financialgroup.com/2020/11/16/market-watch-november-16-2020/
FYI
WWW.FINANCIALGROUP.COM
When To Claim Social Security Benefits
Certified Financial Group, Inc. is at FOX 35 Orlando.
October 4, 2020 at 11:00 AM · Lake Mary, FL ·
Joseph F. Bert, CFP®, AIF® discusses when you should take your #SocialSecurity benefits, and answers some common Social Security questions.
What is the taxability of state unemployment and the federal supplement payments?
Join CFP's®️ Nancy Hecht and Joe Bert as they discuss with our caller Doug the taxability of the state unemployment and federal supplement payments. Should recipients expect to receive a 1099? Listen in on this recent episode of the On The Money Podcast to hear from our friendly, expert fiduciaries!
Recently a client asked Nancy Hecht CFP®, AIF® to break down complicated financial advice into terms even a 5-year-old would understand. Today, Nancy explains the strength of cash reserves.
Read part two of the series here: http://www.hechteffect.net/?p=2331
Regardless if Punxsutawney Phil saw his shadow or not 🦫 it’s the right time to stop having repeat days of thinking about making a financial plan, or nights of worrying if everything is ok with your retirement.
For over forty years, our passion has been helping you get peace of mind. Take the first step to a different, secure future by calling us for a free, no obligation consultation!
407-869-9800
We can’t wait to talk with you!
