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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
At what point can you call a personal vehicle commercial?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn about the risks of not having health insurance in this informative article.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn about cyber liability insurance in this entertaining video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here is a quick history of the Federal Reserve and an overview of what it does.