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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Your credit score may influence how much you pay for auto and home insurance.
Marriage changes everything, including your insurance needs.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Simple steps may help you foil hackers and protect your privacy.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
When you retire, how will you treat your next chapter?