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

6 Surprising Retirement Facts No One Tells You About

07/12/2023 12:15 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Surprising Retirement Facts No One Tells You About
Retirement is an exciting & validating time but there are many surprising facts that you may not be aware of when planning. Take these 6 things to heart.

Rental Car Insurance: To Buy or Not to Buy

07/05/2023 12:02 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Rental Car Insurance: To Buy or Not to Buy
If you're renting a car and unsure if you should get the add-on insurance coverage, be sure to read this first.

Retirement Plan Options for the Self-Employed and Gig Workers

06/28/2023 12:18 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Plan Options for the Self-Employed and Gig Workers
Being self-employed or a gig worker doesn't mean your retirement plans need to suffer. There are many self-employed retirement options that can help with your finances later in life.

How to Prepare Your Kids for Financial Responsibility When Entering College

06/21/2023 10:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Prepare Your Kids for Financial Responsibility When Entering College
As your child heads off to college, set some time aside to help your kid understand the financial implications their first step into freedom and independence will likely have.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

4 Things Trip Insurance Covers and 4 Things It Doesn't

06/06/2023 07:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
4 Things Trip Insurance Covers and 4 Things It Doesn't
Planning a trip and not sure if buying the additional travel insurance is a good idea? Take into consideration these 4 things the policy may and may not cover.

Summer Saving Tips

05/30/2023 09:55 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Summer Saving Tips
Summer means relaxation and fun, but its also a great time to save! Here's six ways to boost your bank account this summer season.
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