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

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.

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.
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