Blog tagged as Financial Planning

Pre-Tax vs After-Tax Retirement Contributions

08/03/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax planning is a year-round effort. Here's how you can plan ahead with your tax strategy so you’re prepared all year long.

Retirement Strategy: How Retirement Strategy Has Changed

07/20/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

8 Step Summer Financial Checkup

06/23/2022 08:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Inflation Is Up – What Does That Mean For You?

04/14/2022 11:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With inflation the highest it's been in over 40 years, what does it mean for you and is there a solution?

It's Financial Literacy Month: Brush Up on Your Financial Skills

04/07/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

What Is the Difference Between a Tax Credit and a Tax Deduction?

04/05/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

Dealing with Unexpected Expenses in Retirement

02/15/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

How to Calculate Your Net Worth & Why It Matters

02/09/2022 11:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

Understanding (and Avoiding) the "Money Illusion"

01/26/2022 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Thinking of Investing During the Market Downturn? Consider These 5 Things First

01/24/2022 10:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?

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