A Few Words About Us
We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down...read more
Think about your retirement dreams and realities to set a savings goal for the future. By Rachel Hartman, Contributor IN THE PAST, saving $1 million for retirement was considered a benchmark to help you enter retirement comfortably. But times have changed, and that...read more
Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these...read more
By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An...read more
By Jeremy T. Rodriguez, JD IRA Analyst Legal training is less about memorization and more about understanding how to break down complex problems. With that mind, I often suggest that people understand the law and not try to memorize it. Why was it enacted and what is...read more
By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi, I am an advisor and attended the Instant IRA Success workshop in 2017 and found it really useful in my practice. I have a client situation I am trying to clarify and am sure you can help. The client ( husband...read more