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

Debt After Death: Protecting Your Estate and Heirs

10/07/2021 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Debt After Death: Protecting Your Estate and Heirs
When it comes to our inevitable death, chances are we’re all going to have at least a little bit of debt. Creditors are entitled to payment of these debts, regardless of someone passing or not.

9 Questions to Ask Yourself During the Estate Planning Process

10/05/2021 02:36 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

Avoiding Probate And Why You Might Want To

10/04/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avoiding Probate And Why You Might Want To
Many people don't understand what probate is, and that isn’t necessarily a bad thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

10/01/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Estate Plans: Not Just For The Wealthy

09/30/2021 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Plans: Not Just For The Wealthy
Many people also think they can put off estate planning if they're young and healthy. However, this type of thinking can put your family at risk. An estate plan covers a variety of different scenarios, and not just the passing of large amounts of wealth.

What Is the Rule of 72? An Introduction For Investors

09/21/2021 11:51 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is the Rule of 72? An Introduction For Investors
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.
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