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

How to Pass On Your Financial Values to the Next Generation

09/19/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

Retirement Strategy: Money & Longevity

09/11/2023 04:44 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: Money & Longevity
One of the biggest fears retirees have is running out of money during retirement. Longevity is a major factor in your retirement strategy.

Savings Accounts vs. Money Market Accounts vs. Money Market Funds

08/30/2023 11:19 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Savings Accounts vs. Money Market Accounts vs. Money Market Funds
Cash now yields more than it ever has in about 15 years. What are the best places to park your cash? As you look to accrue a bit of savings and interest, it’s important to weigh all of your bank account options.

What to Do With Your Old 401(k) When You Switch Jobs

08/23/2023 05:20 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.

Why Advice-Only Financial Planning is a Better Choice

08/09/2023 02:43 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.

5 Things to Consider When Shopping for Life Insurance

08/02/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things to Consider When Shopping for Life Insurance
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.

The Best Morning Routines for Success, According to 4 Entrepreneurs

07/26/2023 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Best Morning Routines for Success, According to 4 Entrepreneurs
Ready to set yourself up for more productive days? Incorporate these 4 tips from uber successful entrepreneurs into your morning routine.

Saving Tips for the Remainder of the Summer

07/18/2023 08:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Saving Tips for the Remainder of the Summer
As summer continues, whether you're just trying to save some money or if you're affected by the actor and/or writer strikes, these money-saving tips could help.
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