Blog categorized as Retirement

Social Security Planning is More Important Than Ever

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

With Social Security facing projected depletion of its trust fund by 2033, individuals approaching retirement age confront challenging decisions about when to claim benefits, while younger workers grapple with doubts about the program's future reliability.
05/09/2024 07:52 PM - Comment(s)

Factors That Could Affect Your Retirement Strategy

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

How much should you save for retirement? The answer varies from individual to individual.
08/31/2022 08:00 AM - Comment(s)