Blog tagged as Retirement Planning

A Financial Planner Can Help You Avoid These Costly Mistakes

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

Here are four common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.
04/27/2025 09:32 PM - Comment(s)

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)

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)

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)