Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Should Your Financial Advisor Be a CFP?

05/01/2023 05:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Advisor Be a CFP?
If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.

Renters Insurance 101: 10 Questions to Ask Yourself

04/20/2023 11:52 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Renters Insurance 101: 10 Questions to Ask Yourself
If you rent an apartment or house, your landlord may ask you to obtain a renters insurance policy. You may be wondering what exactly renters insurance is and what it covers.

The True Cost of Dining Out and How to Become a Frugal Foodie

04/05/2023 08:44 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The True Cost of Dining Out and How to Become a Frugal Foodie
If you're finding your restaurant bills piling up, these 5 tips can help your wallet while still allowing you to indulge from time to time.

Estate Planning in the Digital Age: Passing on Your Digital Legacy

03/29/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in the Digital Age: Passing on Your Digital Legacy
It is a good idea to plan for the management of your digital assets by incorporating your digital legacy into your estate plan.

5 Home Renovations That Can Affect Your Insurance

03/23/2023 11:01 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Home Renovations That Can Affect Your Insurance
As summer approaches, so does home renovation season. These top 5 renovations can have a large impact your home insurance costs.

Bank Failures and Fractional Reserve Banking

03/13/2023 08:10 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Bank Failures and Fractional Reserve Banking
With the recent bank failures, it's important to understand fractional reserve banking and how you can protect yourself against a bank failure.
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