Broker Check

Mary E. Ziegler

(201) 406-6592   

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Understanding Dividends Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Your Financial Future

Helping Individuals, Families and Business Owners Organize, Build and Control Their Financial Future From insurance to investments to college-planning to retirement, the decisions are overwhelming and the information is inconsistent! That's where Certified Financial Services LLC and my team come in.

My specialty is personal finance - organization and education are the keys to making the path to meet your goals and exceed your expectations!

My past experience as a paralegal, small business owner and licensed mortgage broker have led me to my desire to bring much more information to my clients and prospective clients, especially since 2007.

If you are not 100% confident that your financial plan is meeting your goals, please call me to discuss how making strategic changes and coordinating your assets will get you there! If you are just hoping and keeping your fingers crossed, you need to talk to me now!

Helpful Content

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

When the Unexpected Becomes Reality

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

 

The Lowdown on Those Free Credit Scores

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

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Keep Your Credit Score on the Upswing

Your FICO score matters more than you may realize.

What is Guaranteed Retirement Income?

Get the facts about guaranteed retirement income.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should I Invest in Gold?

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

A Fruitful Retirement: Social Security Benefit

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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