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

Homeowners Insurance & Swimming Pools

08/24/2022 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Homeowners Insurance & Swimming Pools
With summer in full swing, it's important to remain up-to-date when it comes to your insurance coverage - especially if you own a pool.

Avoiding Tax Scams

08/10/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avoiding Tax Scams
Don't let yourself become a victim of tax fraud. These are the most common scams against taxpayers, as reported by the IRS.

August Is National "Make a Will" Month

08/08/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
August Is National "Make a Will" Month
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

Estate Planning: Life Insurance

07/27/2022 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning: Life Insurance
Confused about life insurance? This article helps you understand life insurance and its place in your overall financial strategy.

Retirement Strategy: How Retirement Strategy Has Changed

07/20/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

Retirement Strategy: Planning Your Retirement Lifestyle

07/13/2022 02:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: Planning Your Retirement Lifestyle
How do you want to spend your retirement? It's more than just golfing and hanging out with family. Here's a look at what you want to consider.
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