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Episode 240

The Roth IRA is under attack.

Episode 239

Charitable Giving Strategies

Episode 238

Make July 4th your “financial” Independence Day

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Copyright Certified Financial Group, Inc. 2021 · All rights reserved
These presentations are given for informational purposes only and are not a solicitation to buy or sell the investments and/or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered legal or tax advice, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content. Investors should consult with a properly qualified financial professional prior to making any investment decision. We do not offer legal advice.

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Recent posts

The Roth IRA is under attack. July 17, 2021
Charitable Giving Strategies July 10, 2021
Make July 4th your “financial” Independence Day July 3, 2021