1. Military Heritage Museum, in Punta Gorda – to honor all who served, from the Revolutionary War through modern conflicts and across all five military branches, the Museum utilizes multiple methods to educate its visitors on the heritage aspects of US military...
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This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...
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The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future that you or your...
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One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...
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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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Are you financially secure (e.g., adequate emergency fund, no high-interest debt, adequate insurance, financially solvent, etc.)?This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...
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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.Choosing the right senior care facility is one of the most important financial and healthcare decisions a family can make. Whether you are planning ahead for your own retirement or helping an aging parent, understanding your long-term care options can make the...
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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.Avoid Costly IRA Mistakes with Smart Retirement Tax Planning Individual Retirement Accounts (IRAs) remain one of the most effective ways to build long-term retirement wealth while reducing taxes. However, the IRS has strict rules governing IRA contributions, Roth IRA...
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Get In TouchRebekah J. Fero, CFP®, AIF®
