Blog tagged as Financial Planning

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.

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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