Blog categorized as Financial Planning

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.

How March Madness Is Like Investing

03/16/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

How to Calculate Your Net Worth & Why It Matters

02/09/2022 11:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Calculate Your Net Worth & Why It Matters
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

6 Ways to Stay Financially Fit in 2022

01/28/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Ways to Stay Financially Fit in 2022
Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Understanding (and Avoiding) the "Money Illusion"

01/26/2022 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding (and Avoiding) the "Money Illusion"
The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

01/19/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents
If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.
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