Blog tagged as 2021

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.

Financial Best Practices for Year-End 2020

12/11/2020 06:59 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? With multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond.

Tags