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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The true cost of raising a child may be far more than you expect.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.