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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Marriage changes everything, including your insurance needs.
Here’s a guide to explain all the parts of Medicare.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?