Blog tagged as Financial Planning

Path to Financial Freedom: Achieving Independence Beyond the 4th of July

07/03/2024 01:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Path to Financial Freedom: Achieving Independence Beyond the 4th of July
Achieving financial independence involves understanding personal goals, calculating necessary savings, and creating a tailored financial plan with the help of a financial planner.

Equity Compensation Series: Restricted Stock

07/02/2024 10:36 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock
Restricted stock is a form of equity compensation that involves shares granted to employees with certain vesting conditions and tax implications, requiring careful financial, investment, tax, and estate planning to maximize benefits and manage risks.

Social Security Planning is Becoming More Important Than Ever

05/09/2024 07:52 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Social Security Planning is Becoming More Important Than Ever
With Social Security facing projected depletion of its trust fund by 2033, individuals approaching retirement age confront challenging decisions about when to claim benefits, while younger workers grapple with doubts about the program's future reliability.

Financial Tips for Remodeling Your Home

05/03/2024 09:25 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Tips for Remodeling Your Home
Ensure you're taking on remodeling projects that will add value to your home by taking into account these important considerations.

How Highly Successful People Set And Achieve Goals

04/24/2024 03:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Highly Successful People Set And Achieve Goals
You are 42% more likely to achieve your goals by simply writing them down. Learn this and more tips to achieving even your hardest goals.

Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.

02/15/2024 11:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
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