Blog tagged as Financial Goals

Finances: The No. 1 Reason Americans are More Anxious Than Ever Before

08/20/2021 10:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Finances: The No. 1 Reason Americans are More Anxious Than Ever Before
When it comes to money, there are four ways you can more effectively manage your finances so you remain in control of your spending habits. Here are four of them.

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.

Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It

07/05/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It
For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a while?

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.
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