1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
See All Authors »
Chairman and CEO,
Certified Financial Group, Inc.
Joe Bert, CFP® is the Chairman and CEO of Certified Financial Group, Inc. and has been in the financial planning profession since 1976. Joe can be heard every Saturday in Orlando, FL on News 96.5 FM at 9:00 a.m. EST hosting On the Money and seen twice weekly on the Fox TV affiliate, WOFL Fox 35. An experienced and knowledgeable financial planning practitioner, he has been affectionately referred to as the "Oracle of Orlando®" by his audience.
You should ask point blank and check if they are a CEFEX-certified firm.
See More From: Building Wealth
A newfound fortune can be a blessing—or a curse. Lottery winners will need help sorting through the decisions surrounding big money.
Forgoing a tax deduction today for a promise in the future is riskier than you might think.