Blog tagged as Retirement

Living to 100: Longevity Makes Financial Planning Critical

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

One of the biggest fears retirees have is running out of money during retirement. Longevity is a major factor in your retirement strategy.
03/23/2025 04:44 PM - Comment(s)

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)

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)

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)