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

Reviewing Your Homeowners Insurance

11/08/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Reviewing Your Homeowners Insurance
The language of homeowners insurance can be confusing, but it needn't be. Here's an explanation of common terms and coverage to make it easy for you to understand your policy.

Top 5 Things to Know About a SEP IRA

10/31/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top 5 Things to Know About a SEP IRA
Own your own business or self-employed? Whether you're going it alone or managing some top-level talent, you may want to consider offering a SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

The 80/20 Rule In Homeowners Insurance

10/26/2023 08:20 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The 80/20 Rule In Homeowners Insurance
It's important to make sure your insurance policy covers at least 80% of the replacement cost of your home, and it's not just because your mortgage lender may require it.

How to Make Your Money Last in Retirement 

10/17/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Make Your Money Last in Retirement 
Whether you're already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.

6 Things to Know About Health Insurance Deductibles

10/11/2023 08:07 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Things to Know About Health Insurance Deductibles
Depending on the type of health insurance plan you choose, your deductible can be high or low and might have different expenses that count towards it. Here's 6 things to know before choosing.

Common Post-Retirement Mistakes

10/04/2023 10:45 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Common Post-Retirement Mistakes
Avoid turning your golden years until a struggle to survive by avoiding these 6 typical mistakes retirees make when it comes to their finances.

Are You Really Ready to Retire?

09/27/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are You Really Ready to Retire?
There's plenty to consider when determining if you're financially prepared to leave the working world. Consider each of these 5 factors carefully before taking this next step in life.
Previous Next

Tags