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

Your 2022 Tax Filing Season To-Do List

01/31/2022 08:13 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared.

6 Ways to Stay Financially Fit in 2022

01/28/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Ways to Stay Financially Fit in 2022
Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Understanding (and Avoiding) the "Money Illusion"

01/26/2022 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding (and Avoiding) the "Money Illusion"
The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

5 Things Business Owners Should Know About SEP IRAs

01/21/2022 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

01/19/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents
If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.

How Your Money Mentality Should Change in Retirement

01/10/2022 11:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon.
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