Connect with a Qualified Professional Who Understands Your Point of View
Certified Financial Planner PROFESSIONALTM Rebekah Fero has offered her financial planning expertise and service to the Charlotte County community for over 30 years. Whether it’s a sudden life transition like divorce, loss of your spouse, and unexpected health concerns, or making decisions about investments, inheritance, and Social Security, Rebekah Fero can help bring clarity to complex situations. Meet Rebekah and her Team.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What kind of auto insurance should you have? Do you know?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A change in your mindset during retirement may drive changes to your portfolio.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When should you take your Social Security benefit?
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.