Blog categorized as Financial Planning

There's Financial Planning and Then There's REAL Financial Planning

05/24/2023 02:12 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.

You'll Be Able to Contribute More to Your HSA in 2024

05/22/2023 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

HSAs can be a powerful tool for reducing overall medical expenses and saving for retirement. Here are the 2024 contribution limits so you can take full advantage of them.

The WGA is on Strike: What Should You Do?

05/02/2023 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The WGA strike has officially begun. Here's what you can do to minimize the financial impact.

Should Your Financial Advisor Be a CFP?

05/01/2023 05:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.

A Potential WGA Strike is Just Days Away: What Can You Do?

04/28/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The WGA may go on strike next week. This article will help you prepare yourself and weather a potential industry shutdown.

5 Things You Should Always Share With Your Financial Advisor

04/26/2023 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Not sharing what you need to with your financial advisor could result in problems with your financial future. Here are 5 things you should be sure to let your financial advisor know about.

5 Financial Goals for the New Year

01/11/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Start the year off right by getting started on these five top financial goals.

SECURE Act 2.0: What's New and How Could It Affect You?

12/29/2022 06:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The SECURE Act 2.0 is now law. Here's a summary of the biggest changes that could affect you.

Millennials Increasingly Turn to Human Financial Advisors

11/09/2022 03:00 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

A human financial advisor offering real comprehensive financial planning can make a big difference in your life.

Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?

10/14/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

As you look for a financial advisor, you may come across different titles. Here are some of the key differentiators of the most common titles for advisors.

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