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

5 Tips to Cut Unnecessary Monthly Expenses and Bills

10/25/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Tips to Cut Unnecessary Monthly Expenses and Bills
Looking to save some money? Shave off those extra expenses that you actually can live without with these 5 tips.

Quarterly Thoughts: Q3 2021

10/18/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Quarterly Thoughts: Q3 2021
It’s typical to think of capital markets as nothing more than constructions for conducting commerce and making money. That they tend to do over time.

How to Get Started With Your Estate Plan

10/15/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Get Started With Your Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

A Guide to Dividing Your Estate Unequally

10/12/2021 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away

10/11/2021 08:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.

A Guide to Trusts for Estate Planning

10/08/2021 08:22 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
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