Blog categorized as Financial Planning

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.

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.
Previous Next

Tags