Purpose-Driven Financial Planning for Life’s Most Important Transitions(941) 625-5811
Fero Financial

Gift Card Scams

Did you know that cybercriminals commit financial fraud by tricking people into buying gift cards and sending them the gift card information? This popular scam is a preference for cybercriminals because gift cards are an easy substitute for cash, they are easy to...

IMPORTANT NUMBERS

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...

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from even the most experienced investors....

2023 Social Security Changes

Fact Sheet SOCIAL SECURITY     2023 SOCIAL SECURITY CHANGES   Cost-of-Living Adjustment (COLA): Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2021 through the third quarter of 2022, Social Security and Supplemental...

What Issues Should I Consider Before The End Of The Year?

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...

Work With Certified Professionals

Rebekah J. Fero, CFP®, AIF®
Jeffrey J. Fero, II, CFP®

Is your advisor a Certified Financial Planner professional? It's gotta be a CFP
Accredited Investment Fiduciary (AIF) designation badge