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

Financial Tips for Remodeling Your Home

05/03/2024 09:25 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Tips for Remodeling Your Home
Ensure you're taking on remodeling projects that will add value to your home by taking into account these important considerations.

Bitcoin Did Not Reach a New All-Time High Before the 4th Halving

04/26/2024 05:08 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Bitcoin Did Not Reach a New All-Time High Before the 4th Halving
Many are saying Bitcoin reached a new all-time high in March 2024. It didn't really, though. Find out why and how to determine when Bitcoin achieves a new all-time high.

How Highly Successful People Set And Achieve Goals

04/24/2024 03:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Highly Successful People Set And Achieve Goals
You are 42% more likely to achieve your goals by simply writing them down. Learn this and more tips to achieving even your hardest goals.

How Including Risk-Adjusted Return Can Improve Your Portfolio

04/05/2024 12:38 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Including Risk-Adjusted Return Can Improve Your Portfolio
Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?

How to Trick Yourself Into Saving Money

03/27/2024 06:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Trick Yourself Into Saving Money
Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.

How Does an Umbrella Insurance Policy Work?

03/21/2024 12:33 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Does an Umbrella Insurance Policy Work?
An umbrella insurance can extra peace of mind, but what is it and what does it cover? Find out here.

5 Entertaining Movies that Can Teach You a Thing or Two About Money

03/10/2024 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Entertaining Movies that Can Teach You a Thing or Two About Money
Ready to take a break and settle in with some movies? Here are 5 movies that not only entertain you but teach you a couple money lessons at the same time.
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