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8461 Lake Worth Road Suite 163
Lake Worth , FL 33467
(561) 389-1227

Ready for Retirement? A Fruitful Retirement: Social Security Benefit Let's Chat

AT CEO Financial Services,

we operate by the philosophy that no matter how much you make, your money should work for you.  There's a widely-held but mistaken belief that financial planning is only for the wealthy.  We believe it is not how much you make.  It's how much you keep, Remember, money is not an end goal, but a means of pursuing your life's goals.

Whether you're just starting out and want to learn good money habits, or whether you're approaching one of life's milestones, such as starting a business, planning for college, or anticipating retirement, having professional financial advice can give you peace of mind and confidence that your money is working for you.

CEO Financial Services will build a customized plan that enables you to pursue your goals.  Most importantly, we guide you with action steps to carry out the plan, and reassess it regularly to keep you on track and account for life's changes.

We look forward to helping you achieve your financial well-being. 


Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

How to Retire Early

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.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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