Blog tagged as Financial Advisor

It's Financial Literacy Month: Brush Up on Your Financial Skills

04/07/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

How March Madness Is Like Investing

03/16/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Dealing with Unexpected Expenses in Retirement

02/15/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

How to Calculate Your Net Worth & Why It Matters

02/09/2022 11:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

Understanding (and Avoiding) the "Money Illusion"

01/26/2022 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Thinking of Investing During the Market Downturn? Consider These 5 Things First

01/24/2022 10:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?

Investments Keeping You Up at Night? Managing Stress During Market Volatility

01/14/2022 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

5 Ways to Overcome Financial Stress

01/13/2022 12:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.

January Is National Financial Wellness Month

01/03/2022 09:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

January is Financial Wellness Month. Here are some tips on how to evaluate and improve your financial wellness.

5 Reasons Why You Might Retire Earlier than You Planned

12/20/2021 08:04 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

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* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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