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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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Saving for College 101
Here’s a crash course on saving for college.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.