Blog tagged as Financial Planning

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)
Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It
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)
Are Your Finances Impacting Your Health?
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.

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

10/12/2022 05:51 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Reasons to Stop DIY Investing and Hire a Financial Advisor
If you've been a DIY investor, here are some signs it may be time to take the next step in your investing journey by hiring a professional.

California to Begin Issuing Inflation Relief Payments

10/06/2022 11:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
California to Begin Issuing Inflation Relief Payments
California is about to start sending inflation relief payments to residents. Here's what you can expect.
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