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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Read this overview to learn how financial advisors are compensated.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here’s a guide to explain all the parts of Medicare.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
Here’s a quick guide to checking to see if you have unclaimed money.
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?