Blog categorized as Financial Planning

If Santa Fell Off the Roof, Would Your Insurance Cover It? Here's How Your Insurance Company Would Handle These Christmas Movie Mishaps

12/24/2021 08:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
If Santa Fell Off the Roof, Would Your Insurance Cover It? Here's How Your Insurance Company Would Handle These Christmas Movie Mishaps
The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

4 Ways Gig Economy Workers Can Financially Prepare for an Economic Slowdown

12/17/2021 12:04 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
4 Ways Gig Economy Workers Can Financially Prepare for an Economic Slowdown
If you can't depend on a steady paycheck or unemployment, having a substantial cushion of cash is essential to preparing for an economic slowdown.

Avoiding Probate And Why You Might Want To

10/04/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avoiding Probate And Why You Might Want To
Many people don't understand what probate is, and that isn’t necessarily a bad thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.
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