Blog categorized as Financial Planning

California to Begin Issuing Inflation Relief Payments

10/06/2022 11:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
California to Begin Issuing Inflation Relief Payments
California is about to start sending inflation relief payments to residents. Here's what you can expect.

Setting Financial Goals

09/28/2022 08:25 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Setting Financial Goals
You've probably set some financial goals, but how much progress have you made? Here are some tips on how to set goals that will help you get results:

Labor Day 2022: 5 Ways to Better Your Work-Life Balance

09/02/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Labor Day 2022: 5 Ways to Better Your Work-Life Balance
As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.

Retirement Strategy: Planning Your Retirement Lifestyle

07/13/2022 02:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: Planning Your Retirement Lifestyle
How do you want to spend your retirement? It's more than just golfing and hanging out with family. Here's a look at what you want to consider.

Financial Lessons from Famous Dads

06/16/2022 08:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Lessons from Famous Dads
From saving and investing to practicing good money habits, here are some of the best financial lessons from famous fathers.

Everyone Needs an Inheritance Strategy

05/04/2022 08:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth and why you need a strategy.
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