Blog tagged as Retirement Planning

How to Make Your Money Last in Retirement 

10/17/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Make Your Money Last in Retirement 
Whether you're already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.

Common Post-Retirement Mistakes

10/04/2023 10:45 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Common Post-Retirement Mistakes
Avoid turning your golden years until a struggle to survive by avoiding these 6 typical mistakes retirees make when it comes to their finances.

Are You Really Ready to Retire?

09/27/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are You Really Ready to Retire?
There's plenty to consider when determining if you're financially prepared to leave the working world. Consider each of these 5 factors carefully before taking this next step in life.

Retirement Strategy: Money & Longevity

09/11/2023 04:44 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: Money & Longevity
One of the biggest fears retirees have is running out of money during retirement. Longevity is a major factor in your retirement strategy.

What to Do With Your Old 401(k) When You Switch Jobs

08/23/2023 05:20 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.

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.

You'll Be Able to Contribute More to Your HSA in 2024

05/22/2023 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
You'll Be Able to Contribute More to Your HSA in 2024
HSAs can be a powerful tool for reducing overall medical expenses and saving for retirement. Here are the 2024 contribution limits so you can take full advantage of them.
Previous Next

Tags