6 Common Pre-Retirement Mistakes that Cost Dearly

01/25/2024 04:47 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Common Pre-Retirement Mistakes that Cost Dearly
Even with a good income, there are some big mistakes that can foul up your retirement, and the effects may not be realized until it’s too late.

Tips to Avoid Getting Emotional About Your Investments

01/19/2024 11:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tips to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. Follow these tips to avoid getting emotional about your investments.

Should You Invest in a Spot Bitcoin ETF?

01/11/2024 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should You Invest in a Spot Bitcoin ETF?
Spot Bitcoin ETFs are now available for investing. Here's a discussion of what they are, how you can invest in them, and what they could do for your porfolio.

The Basics of Homeowners Insurance

01/04/2024 11:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Basics of Homeowners Insurance
The language of homeowners insurance can be confusing. Here we break down common terms and coverage to make it easy to understand when reviewing your financial plan.

10 Tips to Save Money on Holiday Gifts

12/21/2023 02:17 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
10 Tips to Save Money on Holiday Gifts
Don't go into debt to make sure that everyone gets something special this season. Use these 10 money saving tips, so you don't have to feel like a Grinch.

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

Understanding Your Auto Insurance Options

11/29/2023 10:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Your Auto Insurance Options
The options you have when it comes to car insurance coverage is overwhelming. Here's what you need to keep in mind as you purchase auto insurance.

The Bitcoin Halving is Coming

11/21/2023 06:55 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Bitcoin Halving is Coming
The Bitcoin Halving is only months away now. Here's an explanation of what it is, why it happens, and the benefits it brings.

Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.
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