Broker Check
 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.


Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Building Your Legacy

A four-step framework for building a personal legacy.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

An Arm and a Leg

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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow