Blog tagged as Expenses

Take Control of Your Financial Future with a Budget for the New Year

12/12/2024 10:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Take Control of Your Financial Future with a Budget for the New Year
Start the new year with a practical budget by understanding your income and expenses, using strategies like the 50/20/30 rule, and adjusting spending habits to achieve financial goals.

6 Surprising Retirement Facts No One Tells You About

07/12/2023 12:15 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Surprising Retirement Facts No One Tells You About
Retirement is an exciting & validating time but there are many surprising facts that you may not be aware of when planning. Take these 6 things to heart.

Does It Pay to Buy Travel Insurance for Your Summer Trip?

06/21/2022 09:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Does It Pay to Buy Travel Insurance for Your Summer Trip?
While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.

Inflation: What Is Its Real Impact On You?

06/10/2022 07:19 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Inflation: What Is Its Real Impact On You?
Your personal inflation rate probably isn't the same as the national average. What is the real impact of inflation on you and how can you reduce it? Get a free guide to help you figure out how.

Digital Deals: The Best Coupon & Comparison Shopping Apps

04/27/2022 08:53 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Digital Deals: The Best Coupon & Comparison Shopping Apps
Shopping online is convenient and easy—and it can save you money. Get ready to save with some of the top apps that can help you get a better deal.
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