Connect with a Qualified Professional Who Understands Your Point of View
CERTIFIED FINANCIAL PLANNER™ professional 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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding the economy's cycles can help put current business conditions in better perspective.
At what point can you call a personal vehicle commercial?
These food myths will really put a drain on your wallet.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
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
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?