Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA
In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?
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.
Strateon Intelligent Wealth works with entertainment professionals on both sides of the camera (or microphone), across various disciplines, including crew members, producers, directors, actors, athletes, writers, musicians, choreographers, dancers, and more.
Financial education around saving and investing money is for everyone. Even though everyone has different perceptions and expectations about a financial advisor’s purpose, the goal remains the same: getting your money to work for you.
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor …
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.
Financial planner. Financial advisor. Investment advisor. Investment manager. You may be wondering what they are and how they’re different. And most of all, you may be wondering what they can do for you and if you should have one.
If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
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.