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

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

08/19/2021 10:08 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.

Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

08/18/2021 10:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Back to School: 5 College Planning Mistakes to Avoid

08/17/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Value vs. Growth Investing: Whats the Difference?

08/16/2021 09:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

Questions to Ask Your Financial Advisor Before Getting Started

08/13/2021 09:55 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life.

20 Myths About Working With a Financial Planner or Advisor

08/12/2021 09:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial education around saving and investing money is for everyone. Even though everyone has different perceptions and expectations about a financial advisor’s purpose, the goal remains the same: getting your money to work for you.

How to Conduct a Financial Checkup Before End-of-Year

08/11/2021 09:37 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape as we continue through second half of 2021.

Starting a Business in Retirement

08/04/2021 09:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.

6 Ways to Start Helping Your Kids Manage Their Money

07/28/2021 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Teaching your child about finances at a younger age will provide them with a better understanding of the role that money plays in their everyday lives.

How Much Do You Need to Buy a House?

07/20/2021 11:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you’ve decided to buy a home, there are many out-of-pocket fees, as well as long-term costs beyond the price of the home itself. Read this article to gain a better understanding of how much money you’ll actually need to become a homeowner.