Blog categorized as Financial Planning

20 Myths About Working With a Financial Planner or Advisor

08/12/2021 09:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
20 Myths About Working With a Financial Planner or Advisor
Financial education around saving and investing money is for everyone. Even though everyone has different perceptions and expectations about a financial advisor’s purpose, the goal remains the same: getting your money to work for you.

An Open Letter for the Start of 2021

01/09/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
An Open Letter for the Start of 2021
et’s pause, and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big year-end reviews and year-ahead teasers, clamoring for your current attention.

What is a Fiduciary and Fee-Only Financial Planner?

09/28/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Fiduciary and Fee-Only Financial Planner?
If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.

Signs You Need A Financial Planner

08/31/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Signs You Need A Financial Planner
Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.

What Issues Should I Consider When Having (Or Adopting) A Child?

07/27/2020 08:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Issues Should I Consider When Having (Or Adopting) A Child?
Having or adopting a child is a life-changing experience. While there’s amazing joy in watching your child take his or her first step or speak his or her first words, there can also be a lot of stress when it comes to managing your family’s finances.
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