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

Insuring Your Second Home

12/08/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Insuring Your Second Home
When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home.

Avalanche vs. Snowball Debt Repayment

12/06/2021 08:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avalanche vs. Snowball Debt Repayment
Many individuals hope to pay off their debt, and both the avalanche and the snowball method will help get you there. Learn more about the two repayment options here.

Maximize Your Medicare Benefits

12/03/2021 08:41 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Maximize Your Medicare Benefits
Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.

December Is Identity Theft Protection Awareness Month

12/01/2021 08:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

How Much Allowance Should You Give Your Children?

11/24/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Much Allowance Should You Give Your Children?
Giving children an allowance helps them to experience some level of freedom and independence, while also teaching them about savings and responsibility. But how much is too much or too little?

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

11/22/2021 12:29 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
People are spending more time than ever on their phones and other screens. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

What Is the Difference between SRI and ESG Investing?

11/19/2021 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is the Difference between SRI and ESG Investing?
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
2022 Contribution Limits
Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.
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