Blog tagged as Goals

5 Steps to Determining Your Risk Tolerance

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

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
06/14/2023 08:54 AM - Comment(s)

There's Financial Planning and Then There's REAL Financial Planning

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

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
05/24/2023 02:12 PM - Comment(s)

5 Things You Should Always Share With Your Financial Advisor

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

Not sharing what you need to with your financial advisor could result in problems with your financial future. Here are 5 things you should be sure to let your financial advisor know about.
04/26/2023 10:33 AM - Comment(s)

Millennials Increasingly Turn to Human Financial Advisors

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

A human financial advisor offering real comprehensive financial planning can make a big difference in your life.
11/09/2022 03:00 PM - Comment(s)

Is it Time for a Financial Advisor?

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

A financial advisor can be helpful in many situations. Before hiring one, ask yourself these questions.
10/13/2022 10:54 AM - Comment(s)

Setting Financial Goals

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

You've probably set some financial goals, but how much progress have you made? Here are some tips on how to set goals that will help you get results:
09/28/2022 08:25 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 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)

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)