Blog tagged as Financial Planner

SAG-AFTRA is Now on Strike. What Can You Do?

07/14/2023 04:30 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The SAG-AFTERA strike has officially begun, joining the WGA. Here are some tips to minimize the financial impact.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

There's Financial Planning and Then There's REAL Financial Planning

05/24/2023 02:12 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.

How the U.S. Debt Ceiling May Affect You

05/17/2023 07:53 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

As a possible debt ceiling crisis looms, you may be wondering what's happening and what you should do, if anything.

The WGA is on Strike: What Should You Do?

05/02/2023 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The WGA strike has officially begun. Here's what you can do to minimize the financial impact.

Should Your Financial Advisor Be a CFP?

05/01/2023 05:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.

5 Things You Should Always Share With Your Financial Advisor

04/26/2023 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Not sharing what you need to with your financial advisor could result in problems with your financial future. Here are 5 things you should be sure to let your financial advisor know about.

5 Financial Goals for the New Year

01/11/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Start the year off right by getting started on these five top financial goals.

Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It

12/07/2022 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You probably learned in college, that procrastination is usually not the best way to do your best work. Do you procrastinate with your finances, as well? These five tips can help you to overcome this bad habit.

Are Your Finances Impacting Your Health?

12/01/2022 04:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress can negatively affect your health, but it doesn’t have to. If you have some financial trouble, take time to apply some self-care for your health care while you get the financial help you need.