Blog tagged as Investment Advisor

Your Financial Planner Doesn't Need to be Local

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

You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
02/15/2024 11:58 AM - Comment(s)

The Benefits of Flat Fee Financial Advice & Planning

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

When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
12/07/2023 10:03 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)

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)

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 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)

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)