Blog tagged as Personal Finance

5 Children's Books To Teach Kids About Money

03/03/2023 11:38 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Children's Books To Teach Kids About Money
The more you read the more you know! These 5 children's books are sure to entertain and teach fundamental money skills to your little ones.

Signs You Need A Financial Planner

08/31/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Signs You Need A Financial Planner
Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.

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