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
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.