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Certified Financial Group

Markets at a Glance. The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Timing Social Security and IRA Distributions. Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits. Health Savings Accounts and Your Retirement. An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits. More Newsletters ».

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Markets at a Glance. The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Timing Social Security and IRA Distributions. Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits. Health Savings Accounts and Your Retirement. An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits. More Newsletters ».

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Certified Financial Group | tools.financialgroup.com Reviews

https://tools.financialgroup.com

Markets at a Glance. The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Timing Social Security and IRA Distributions. Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits. Health Savings Accounts and Your Retirement. An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits. More Newsletters ».

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tools.financialgroup.com

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Certified Financial Group

http://www.tools.financialgroup.com/market_watch/symbol_lookup

Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Percent Difference (when noted with %) otherwise Last Price. OSX Oil Service Sector Index. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST).

2

Certified Financial Group

http://www.tools.financialgroup.com/Health-Savings-Accounts-and-Your-Retirement.c6002.htm

Markets at a Glance. New Law Requires Notification of Medicare Observation Status. The distinction between observation care and inpatient status while in the hospital can make a difference in a patient’s out-of-pocket costs. A thriving service sector has helped the U.S. economy weather troubles in the manufacturing sector. Step Up to Help Reduce Taxes on Inherited Assets. Step-up in basis on inherited assets differs from gifts, which are subject to carryover basis rules. More Newsletters ».

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Certified Financial Group

http://www.tools.financialgroup.com/learning_center/flipbooks

Markets at a Glance. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Ben Bernanke, Former Chairman of the Federal Reserve. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Strategies to Help Build Your Future. Understanding Social Security and Medicare:.

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Certified Financial Group

http://www.tools.financialgroup.com/learning_center/newsletters

Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety. A discussion o...

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Certified Financial Group

http://www.tools.financialgroup.com/learning_center/calculators

Markets at a Glance. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. How much will it cost to pay off a loan over its lifetime? Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Use this calculator to estimate the...

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financialgroup.com

Our Services | Certified Financial Group

http://financialgroup.com/our-services

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. Please click one of our services below to learn more! The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. Our clients appreciate the fact that all...

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Our CFP® Professionals | Certified Financial Group

http://financialgroup.com/our-certified-financial-planner-professionals

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. Our CERTIFIED FINANCIAL PLANNER. All planners are active members of the Financial Planning Association and ascribe to a formal code of ethics and continuing education requirements as required for all CERTIFIED FINANCIAL PLANNER.

financialgroup.com

Fee Only Financial Planning Orlando | Certified Financial Group

http://financialgroup.com/financial-planning

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. 8220;To know what to do is wisdom. To know how to do it is skill. To know when to do it is judgment. To combine them all with service is our mission.”. Plan Implementation. Should you decide to proceed, your financial plan ...

financialgroup.com

Speaking Engagements | Certified Financial Group

http://financialgroup.com/speaking-engagements

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. 8220;A Man is not a Plan”. Maximizing Social Security Benefits. Basic Investment and Planning Issues. Dealing with the Healthcare of a Parent. 7 Birthdays You will Hate to Love: The “Benefits” of Growing Older. Todd Tocco, CFP.

financialgroup.com

Estate Planning Services | Certified Financial Group

http://financialgroup.com/estate-planning-services

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. Murphy and Berglund, PLLC. Is a boutique law firm that was established with the purpose of helping families plan for life, address the unexpected, deal with death, resolve conflict, and preserve legacies for future generations.

financialgroup.com

The Right Firm for You | Certified Financial Group

http://financialgroup.com/the-right-firm-for-you

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. The Right Firm for You. So, if you’re looking to take control of your business and your life, you may be on the verge of an exciting discovery. Welcome to a realm of new choices and support. Experience. 1111 Douglas Avenue,.

financialgroup.com

Giving Back | Certified Financial Group

http://financialgroup.com/charitable-giving

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. 8220;Never doubt that a small group of committed people. Can change the world. Indeed, it is the only thing that ever has.”. 8211; Margaret Mead. Click here for: Web Disclosures.

financialgroup.com

Tax Preparation Services | Certified Financial Group

http://financialgroup.com/tax-preparation-services

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. Originally from Michigan, Mr. Hachadorian has a Bachelors Degree from National-Louis University in Evanston, IL and has completed the Financial Planner Certification Program at Oglethorpe University in Atlanta, GA. Mr&#...If yo...

financialgroup.com

Fee Only Retirement Planning Orlando | Certified Financial Group

http://financialgroup.com/retirement-planning

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. Road Map to Retirement Planning. Our Retirement Planning process is designed to help individuals or couples at or near retirement answer the following questions:. Can I retire when I want to? Will I run out of money too soon?

financialgroup.com

The Firm | Certified Financial Group

http://financialgroup.com/the-firm

How We’re Different. Financial Basics for Life: Strategies for Success. Social Security Boot Camp. When Can You Retire? This Week’s Must Read. 8220;On the Money” Show. The Rest of the Story. Haven’t you waited long enough? If You Fail to Plan. 10 Numbers That Can Change Your Life. The value you gain from a CERTIFIED FINANCIAL PLANNER professional. Depends not only on making good investments, but on the plan you jointly design and execute behind those investments to achieve your financial goals…. Is offer...

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Certified Financial Group

Markets at a Glance. The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Timing Social Security and IRA Distributions. Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits. Health Savings Accounts and Your Retirement. An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits. More Newsletters ».

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