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

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

10/12/2022 05:51 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Reasons to Stop DIY Investing and Hire a Financial Advisor
If you've been a DIY investor, here are some signs it may be time to take the next step in your investing journey by hiring a professional.

Financial Market Basics

10/10/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Market Basics
You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.

California to Begin Issuing Inflation Relief Payments

10/06/2022 11:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
California to Begin Issuing Inflation Relief Payments
California is about to start sending inflation relief payments to residents. Here's what you can expect.

October is National Cybersecurity Awareness Month

10/04/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
October is National Cybersecurity Awareness Month
October is National Cybersecurity Month! Here are some ways you can stay safe online protect yourself online.

Bear Markets and the Threat of Recession

10/03/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Bear Markets and the Threat of Recession
Does the current bear market mean we're headed for a recession? And what are bear markets and recessions, anyway?

Setting Financial Goals

09/28/2022 08:25 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Setting Financial Goals
You've probably set some financial goals, but how much progress have you made? Here are some tips on how to set goals that will help you get results:

September Is Life Insurance Awareness Month

09/21/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
September Is Life Insurance Awareness Month
September is Life Insurance Awareness Month! Here's what you need to know about life insurance and why it's an important part of your financial strategy.

Preparing to Retire Early

09/14/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Preparing to Retire Early
Early retirement may be possible, but you need answers to a number of important questions to develop a retirement strategy.

Important Details on Student Loan Relief

09/12/2022 08:26 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Important Details on Student Loan Relief
Do you qualify for student loan forgiveness? Read more to find out the important details you need to know.
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