Blog tagged as Retirement

Understanding (and Avoiding) the "Money Illusion"

01/26/2022 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding (and Avoiding) the "Money Illusion"
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?

5 Things Business Owners Should Know About SEP IRAs

01/21/2022 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

How Your Money Mentality Should Change in Retirement

01/10/2022 11:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
2022 Contribution Limits
Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.

November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

11/03/2021 09:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.

Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For You?

09/17/2021 11:51 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For You?
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.
Previous Next

Tags