Last November, I received a call from a CPA who was concerned that a new client had not received a Form 1099-R after placing a $500,000 premium into an annuity. After contacting the annuity carrier directly, it became clear that the contract was not generating...
We are pleased to share that our office was recently recognized as a Top Office for Compliance within our Registered Investment Advisor firm, following a comprehensive internal compliance review. This recognition was awarded to a limited number of offices based on...
Last year, I met with a long-time client and his wife, partners in life for more than 50 years. He is a business owner who worked incredibly hard to build what they had, but like many families, they never quite found the time to fully organize their financial and...
A new year often brings reflection and for many women, it also brings transition. Whether the change comes through widowhood, retirement, divorce, or a new chapter of independence, these moments can feel both empowering and overwhelming. At Fero Financial, we believe a...
Divorce doesn’t just end a marriage. It splits a financial life into two. And here’s what no one tells you: the window to protect your financial future isn’t after the papers are signed. It’s right now—while everything is still being decided. The Storm Is Real. But You...
A calm, faith-centered guide for women navigating finances after loss When the storm of loss settles, taxes are often the next wave. This handout offers a simple, faith-anchored way to understand the most common tax questions widows ask and where wise planning can...
Rebekah J. Fero, CFP®, AIF®
