1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Chairman and CEO,
Certified Financial Group, Inc.
Joe Bert, CFPÂ® 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 OrlandoÂ®" by his audience.
A person who drives 55 mph in a blinding snowstorm is following the rule, while ignoring the principle of safety. Itâ€™s the same with investment advice.
See More From: Building Wealth
Thereâ€™s only one true path to making sure your adviser is putting your best interests first â€” a fee-only 3(38) fiduciary.
There are different kinds of fiduciaries, and some offer more layers of protection than others. So make sure you understand the nuances behind the designations.
You should ask point blank and check if they are a CEFEX-certified firm.
A newfound fortune can be a blessingâ€”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.