Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

What are Your Investments Really Costing You?

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?
10/22/2021 08:00 AM - Comment(s)

Social Security Benefits Could Be Cut By 2034

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
09/10/2021 11:33 AM - Comment(s)

What a Financial Advisor Can Do For Entertainment Professionals

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
08/24/2021 10:18 AM - Comment(s)

20 Myths About Working With a Financial Planner or Advisor

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
08/12/2021 09:40 AM - Comment(s)

What Is Fiduciary Investment Advice and Why Does It Matter (Now More Than Ever)?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor …
01/31/2021 09:00 AM - Comment(s)

Understanding Sequence Risk

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
01/10/2021 09:00 AM - Comment(s)

What a Financial Planner Can Do For You

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
10/12/2020 09:00 AM - Comment(s)

Why Choose a Fee-Only Financial Planner or Advisor?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
09/28/2020 09:00 AM - Comment(s)

Take Control of Your Financial Future – It Starts with Asking for Help

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
08/31/2020 09:00 AM - Comment(s)