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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An inside look at how marginal income tax brackets work.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
If you find it hard to attain personal life goals, there’s an app for that!
However exciting retiring abroad may sound, it deserves considerable planning.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?