Blog tagged as Retirement

5 Compelling Reasons to Consider Working in Retirement

09/16/2021 11:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.

As of Now, Social Security Benefits Will Be Cut By 2034. Here Are 5 Ways to Help Fill the Gap

09/10/2021 11:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

09/02/2021 11:15 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves, but it's possible to weave each event into the tax-planning fabric of your financial life.

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

08/31/2021 11:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our major life goals—such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer.

Could Inflation Affect Your Retirement Plans?

08/27/2021 10:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.

What Can a Financial Advisor Do For Entertainment Professionals?

08/24/2021 10:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Escient Financial works with entertainment professionals on both sides of the camera or microphone, across various disciplines, including movie and television production and post-production crew members, producers, directors, actors, athletes, writers, musicians, choreographers, dancers, and more.

How to Conduct a Financial Checkup Before End-of-Year

08/11/2021 09:37 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape as we continue through second half of 2021.

Starting a Business in Retirement

08/04/2021 09:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.

Understanding Sequence Risk

01/10/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.