Blog tagged as Sequence of Returns

Strategies for Navigating 2025's Uncertainties

02/13/2025 07:04 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Strategies for Navigating 2025's Uncertainties
Financial planning for 2025 requires a proactive approach to budgeting, investing, tax strategies, and retirement planning to navigate economic uncertainties and potential market fluctuations.

Understanding Sequence Risk

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

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