Cebert Wealth Management has been serving Central Florida since 1998. Our team of knowledgeable financial professionals have over 75 years of combined experience. This experience helps us to discern what is in the best interests of our clients.Read More
Our mission is to guide our clients in making the right decisions for their financial future. We aim to accomplish this through education, communication, and service that exceed expectations.Read More
We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Read More
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Marriage changes everything, including your insurance needs.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Beware of these traps that could upend your retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.