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Organizing Your Financial Record

Organizing Your Financial Record

Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...

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Finding the Right Care Facility

Finding the Right Care Facility

Over the past two decades there has been an explosion of supportive housing alternatives, and the options are no longer limited to a choice between staying at home or moving to a nursing home.

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Essential Tax Tips for IRAs

Essential Tax Tips for IRAs

IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status.

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8 Tips for Women

8 Tips for Women

For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence…

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Memorial Day 2023

Memorial Day 2023

Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union...

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The Stock Market vs. Stocks in the Market

The Stock Market vs. Stocks in the Market

The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful...

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4  Common Elder Scams:  How to Stay Safe and  Fight Back

4 Common Elder Scams: How to Stay Safe and Fight Back

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Over two million elderly people are known to fall victim to elder fraud...

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Are you are looking for a financial partner to help you organize, strategize, and execute the myriad decisions you face in your personal situation?

Schedule some time with us to talk and see if we’re a good fit for each other.

Work With a Certified Professional

Rebekah J. Fero, CFP®, AIF®