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Cebert Wealth Management - The Villages, FL

 

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The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Who We Are

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.

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What We Do

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.

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Why We Do It

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.

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How You Benefit

As a client of Cebert Wealth, you may meet primarily with one advisor, but you also get an entire team of experienced financial professionals. The five financial advisors and one senior staff representative make up the Cebert Wealth Investment Committee. 

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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