Blog tagged as Estate Planning

9 Money Mistakes Millennials Should Avoid

09/14/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
9 Money Mistakes Millennials Should Avoid
Many millennial households are on their way to building substantial wealth. They’re saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes.

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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