Blog categorized as Financial Planning

401(k) to IRA Rollovers: What You Need to Know

08/22/2024 09:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
401(k) to IRA Rollovers: What You Need to Know
Rolling over a 401(k) to an IRA offers greater investment flexibility and potential cost savings, but it requires careful consideration of the disadvantages before proceeding.

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.

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.

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.

How Highly Successful People Set And Achieve Goals

04/24/2024 03:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Highly Successful People Set And Achieve Goals
You are 42% more likely to achieve your goals by simply writing them down. Learn this and more tips to achieving even your hardest goals.

Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.

02/15/2024 11:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
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.

6 Common Pre-Retirement Mistakes that Cost Dearly

01/25/2024 04:47 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Common Pre-Retirement Mistakes that Cost Dearly
Even with a good income, there are some big mistakes that can foul up your retirement, and the effects may not be realized until it’s too late.

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
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.
Next

Tags