Blog tagged as Financial Planning

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.

6 Common Pre-Retirement Mistakes that Cost Dearly

01/25/2024 04:47 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Common Pre-Retirement Mistakes that Cost Dearly
Even with a good income, there are some big mistakes that can foul up your retirement, and the effects may not be realized until it’s too late.

Why Advice-Only Financial Planning is a Better Choice

08/09/2023 02:43 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.

Saving Tips for the Remainder of the Summer

07/18/2023 08:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Saving Tips for the Remainder of the Summer
As summer continues, whether you're just trying to save some money or if you're affected by the actor and/or writer strikes, these money-saving tips could help.
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