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

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.

Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider

07/06/2022 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
Paying off your children's student loan debts may help set them up for success, but is it the right financial strategy for you? Here are some things to consider first.

Does It Pay to Buy Travel Insurance for Your Summer Trip?

06/21/2022 09:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Does It Pay to Buy Travel Insurance for Your Summer Trip?
While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.

Financial Lessons from Famous Dads

06/16/2022 08:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Lessons from Famous Dads
From saving and investing to practicing good money habits, here are some of the best financial lessons from famous fathers.

5 Things You Should Do For National Internet Safety Month

06/14/2022 06:06 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things You Should Do For National Internet Safety Month
June is National Internet Safety Month. Here are some basic tips on consumer Internet security.

Inflation: What Is Its Real Impact On You?

06/10/2022 07:19 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Inflation: What Is Its Real Impact On You?
Your personal inflation rate probably isn't the same as the national average. What is the real impact of inflation on you and how can you reduce it? Get a free guide to help you figure out how.
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