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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It's important to make sure your retirement strategy anticipates health-care expenses.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.