Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

5 Emotional Roadblocks that Could Halt a Successful Estate Plan

07/11/2024 12:01 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Establishing a successful estate plan involves overcoming emotional roadblocks with practical steps to manage difficult conversations and ensure your wishes are honored and your loved ones are protected.

Path to Financial Freedom: Achieving Independence Beyond the 4th of July

07/03/2024 01:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Path to Financial Freedom: Achieving Independence Beyond the 4th of July
Achieving financial independence involves understanding personal goals, calculating necessary savings, and creating a tailored financial plan with the help of a financial planner.

Equity Compensation Series: Restricted Stock

07/02/2024 10:36 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock
Restricted stock is a form of equity compensation that involves shares granted to employees with certain vesting conditions and tax implications, requiring careful financial, investment, tax, and estate planning to maximize benefits and manage risks.

The Many Misconceptions About Bitcoin

06/27/2024 11:12 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Many Misconceptions About Bitcoin
There are some common misconceptions and inaccuracies about Bitcoin. With a balanced and factual approach it's possible to get a clearer understanding of Bitcoin's potential as a legitimate investment asset.

Top Concerns of Affluent Investors and How Financial Planners Can Help

06/13/2024 10:41 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top Concerns of Affluent Investors and How Financial Planners Can Help
Affluent investors face unique financial challenges, including wealth preservation, tax optimization, and estate planning. Financial planners can offer tailored solutions to manage and protect significant wealth effectively.

Bitcoin Runes: Exploring the Future of Digital Assets on the Bitcoin Network

06/06/2024 02:52 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Bitcoin Runes: Exploring the Future of Digital Assets on the Bitcoin Network
The innovation of Bitcoin Runes offers significant potential for various applications, from digital art to real estate, while presenting both opportunities and challenges in the evolving digital asset landscape.

What is a Stock Split?

05/29/2024 02:23 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Stock Split?
Nvidia announced a 10-for-1 stock split. What does that mean and should you take advantage of these more affordable shares?

6 Tips to Help Save For Your Family Vacation

05/24/2024 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Tips to Help Save For Your Family Vacation
Summer is almost here, so here are six strategies to save money on a family vacation. By following these tips, families can effectively budget and plan for a dream vacation, ensuring everyone contributes and enjoys the process.

Negotiating a Pay Raise

05/14/2024 10:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Negotiating a Pay Raise
Do you feel you've earned a salary increase? These strategies and tips could help you successfully negotiate a pay raise and boost your confidence in asking for what you deserve.
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