Blog tagged as Education Planning

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)

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)

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)